✨ When You Need This Guide
The CallPop desktop app enhances your patient communication workflow with features available to all practices:
Seamless patient messaging - Text patients directly from your desktop without switching programs
Real-time note taking - Create patient notes that automatically sync to Aloha
Unified communication hub - All your patient conversations in one organized system
Enhanced workflow efficiency - No juggling multiple screens
For Mango Voice users, you also get:
Instant patient recognition - See who's calling before you answer with their appointment details
Complete call context - Access family information and insurance details during calls
Integrated call management - Handle incoming calls with full patient information displayed
You'll need: A Windows or Mac computer and your Aloha account login credentials (a non-admin Aloha user account as well)
What this covers: Downloading, installing, and using CallPop for enhanced patient communication, with additional call management features for Mango Voice users.
✅ Step 1: Download and Install CallPop
Getting CallPop set up on your computer is straightforward:
Access your download options in Aloha
Click the Gear icon in your dashboard
Navigate to Integrations
Scroll down to Other Integrations
Select your phone system
Click the drop-down menu
Select Mango Voice
Choose your computer type
Click Windows download for PC users
Click Mac download for Mac users
Install the application
Follow the standard installation process for your operating system
The app will appear on your desktop when complete
✅ Step 2: Sign Into CallPop
Once installed, connecting to your patient data is simple:
Open the CallPop application Double-click the icon on your desktop
Use your existing Aloha credentials
Username: Same as your Aloha account
Password: Same as your Aloha account
Verify the connection You should see your patient data populate within the app
If you have trouble signing in: Double-check that you're using the same login information you use for your main Aloha account.
🌟 Key Features Available to All CallPop Users
💬 Enhanced Patient Messaging
What you can do:
Send text messages directly from the CallPop interface
All messages automatically sync with your Aloha Conversations
Continue text conversations seamlessly across different staff members
Why it's helpful: Stop switching between different messaging platforms. Everything happens in one place, and nothing gets lost.
📝 Real-Time Note Creation
How it works:
Type notes directly into CallPop during patient interactions
Notes automatically save to the patient's Aloha record
No more writing on paper and transferring information later
The benefit: Capture important information immediately while it's fresh, and have it properly documented in the patient's file.
🌟 Additional Features for Mango Voice Users
📋 Instant Call Recognition
What you get: When a patient calls, you'll see a desktop notification showing:
Patient's name and contact information
Their next scheduled appointment details
Quick access to their complete patient record
Why it matters: No more scrambling to find patient information while they're on the phone. You'll sound professional and prepared from the moment you answer.
👥 Complete Patient Context During Calls
Additional information at your fingertips:
Family member information and relationships
Insurance eligibility and coverage details
Previous appointment history and notes
Treatment plans and provider assignments
💡 Making the Most of Your CallPop Setup
Common Scenario | How CallPop Helps | Pro Tip |
Patient calling to schedule | See their last appointment and preferred times | Use this info to suggest similar appointment slots |
Insurance questions | Access eligibility results instantly | Verify coverage before booking procedures |
Family coordination calls | View all family members and their schedules | Coordinate multiple appointments efficiently |
Follow-up conversations | See previous notes and treatment plans | Reference past discussions for continuity |
Rescheduling requests | View current appointment and availability | Offer alternatives based on their history |
🎉 You'll Know It's Working When:
After setting up CallPop, you should experience:
Faster call handling - Patient information appears automatically when they call
More professional interactions - You'll have context before answering the phone
Seamless messaging - Text conversations flow naturally from phone calls
Better documentation - Notes are captured in real-time and properly filed
Reduced screen switching - Everything you need is in one application
Improved patient satisfaction - Patients notice when you're prepared and informed
Setup time: Most users are fully operational within 15-20 minutes of installation.
🔍 Understanding CallPop and Mango Voice Integration
What is CallPop? It's a desktop application that enhances your patient communication workflow, with messaging and note-taking features available to all users, plus advanced call management for Mango Voice customers.
How does Mango Voice integration work? If you use Mango Voice as your phone provider, CallPop adds call notifications and patient information display to the core messaging and note features.
About compatibility: CallPop works with both Windows and Mac computers, so your entire team can use it regardless of their preferred operating system or phone provider.
Data synchronization: Everything you do in CallPop - messages, notes, and patient interactions - automatically syncs with your main Aloha system in real-time.
🚀 Advanced Tips for Power Users
Maximize efficiency by:
Setting up CallPop on all reception and clinical computers
Training staff to use the note-taking feature during every call
Leveraging family information for coordinated care scheduling
Using appointment history to anticipate patient needs
Team coordination:
Messages sent through CallPop are visible to all authorized staff
Notes created during calls are immediately available to other team members
Patient context is consistent across all staff interactions
💬 Need Help? We're Here!
Having trouble with installation or setup?
Call us at (800) 563-0469
Our support team can:
Walk you through the download and installation process
Help troubleshoot login or connection issues
Provide training on CallPop features and best practices
Assist with Mango Voice integration questions
Set up CallPop for multiple users or computers
Response time: Usually within a few minutes during business hours
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