Heron works alongside your existing phone provider to ensure no patient call is ever missed. Whether your clinic uses a cloud-based PBX, an on-premise system, or a single business line, Heron can integrate with your setup to handle overflow, after-hours, and administrative calls seamlessly.
Every phone environment is a little different, so we tailor the integration to your clinic’s system during onboarding, often in collaboration with your IT provider or Managed Service Provider (MSP).
🧩 Common Integration Types
1. Cloud or VoIP (SIP-based) Systems
Heron integrates directly through SIP, the preferred method for modern phone systems such as 2Talk, Spark, and others.
How it works:
Heron is added as an endpoint in your call routing rules.
Calls automatically flow to Heron based on conditions you set (e.g., busy, no answer, after hours).
Caller ID and call logs remain intact for audit and follow-up.
2. Traditional PBX Systems (On-Premise)
For clinics using a local PBX installed on-site, Heron can be connected through conditional call forwarding or an IVR menu option.
How it works:
Your phone provider configures rules to forward specific calls to Heron’s number.
Heron answers when your front desk is busy or outside working hours.
3. Single-Line or Mobile-Based Clinics
Even if your clinic doesn’t use a full PBX, Heron can still help.
How it works:
Your provider (e.g., Spark, Vodafone) sets up network-level call forwarding to your Heron number.
Heron handles calls when you’re unavailable and notifies your staff through the dashboard.
⚙️ Setting Up with Your Provider or MSP
During onboarding, we’ll work directly with your phone provider or MSP to:
Review your current setup and routing options.
Configure call forwarding or SIP routing to Heron.
Test inbound and after-hours call flow.
Confirm caller experience (greetings, handovers, voicemail rules).
Our goal is to make setup as smooth as possible. Most integrations take just a few days once provider access is available.
✅ Best Practices
Share your phone provider’s contact during onboarding — we’ll handle the technical back-and-forth.
Re-test routing if your phone plan, number, or IVR structure changes.
If your clinic is upgrading systems, ask your MSP about SIP compatibility to future-proof your setup.
💬 Need Help?
If you’re unsure which integration applies to your clinic, email support@heyheron.ai with your phone provider’s details.
We’ll review your setup and provide step-by-step guidance or work directly with your MSP to configure it.