Digitail VoIP allows your clinic to make and receive calls directly inside Digitail with full Patient context, automatic recording, AI summaries, and compliant storage.

There’s no separate phone system to switch to. No copy-pasting notes after calls. No juggling tabs. Everything happens where you already work: inside Digitail.

With Digitail VoIP, your clinic can:

It’s fully native - not an integration. Your team stays inside Digitail from start to finish.

Digitail VoIP is fully built into Digitail, not a third-party integration. Your team doesn’t need to switch platforms to place, receive, or document calls. Everything happens inside your existing workflows. Now you can:

Digitail VoIP includes everything your clinic needs to manage daily communication:

Every call is automatically documented. Digitail VoIP includes:

Transcripts are:

Digitail VoIP doesn’t just record calls, it reduces your team’s workload. After every call, AI automatically generates:

This means:

Digitail VoIP Calling is designed for:

Before using VoIP Calling, make sure the following setup requirements are met.

To enable VoIP Calling in your clinic:

To receive inbound calls, the Digitail VoIP Chrome Extension must be:

Without the extension installed and connected, you will not be able to receive inbound calls. Outbound calls can still be placed from Digitail if VoIP is enabled and permissions are granted.

Only users with the correct permissions can initiate and receive VoIP calls. Ensure that:

For best performance, make sure to:

You can start a call from the Global Call icon or directly from workflows inside Digitail.

1. Click the phone icon in the main navigation to:

2. The Call via VoIP button appears next to phone numbers in:

Click the button to begin the call.

If multiple phone numbers are saved for a Client:

The phone icon works the same way and allows you to select alternative numbers. You can also dial a new number that is not saved in Digitail.

During an active call, you can:

As soon as the call ends, Digitail automatically:

The call is automatically stored in:

If the number was not linked to a Client, the call record will still appear in your Recent Calls list and inside the Communications Center.

You can review the recording, read the transcription, and use the AI generated summary and action points to support documentation and follow-up by clicking on the View more Button, under the Actions Section. AI insights should always be reviewed before being used as medical records.

Calls are now delivered through the Digitail VoIP Chrome Extension. The extension connects your browser to your Digitail clinic account and allows you to:

To receive inbound calls, the extension must be:

Once connected, you can receive calls while working anywhere inside Digitail or even in another browser tab.

Caller Identification

When a call is received, caller information is displayed automatically.

You will see:

This allows your team to quickly identify who is calling and access the correct records.

You will see:

Your team can then decide whether to create a new Client record or link the number to an existing one.

Receiving calls offer the same controls as making calls. During an active call, you can:

You can continue navigating Digitail while the call remains active.

Once the call ends, Digitail automatically:

The call is automatically stored in:

✔ Confirm the correct phone number
✔ Review relevant Patient details and recent communication
✔ Ensure your microphone and internet connection are working
✔ Use a headset with a built-in microphone for clearer audio
✔ Choose a quiet workspace to improve transcription accuracy

✔ Speak clearly and at a normal pace
✔ Use mute to reduce background noise
✔ Confirm key details to ensure accurate documentation
✔ Be mindful that calls are recorded and transcribed

✔ Review the transcription for accuracy
✔ Review AI-generated summaries and action points
✔ Add manual notes for clinical details if needed
✔ Confirm follow-up tasks
✔ Check the Patient Timeline for documentation completeness

Possible reasons:

Solution: Contact your Administrator to review permissions, or reach out to support for assistance.

Check the following:

If the issue continues, contact support.

Try the following:

If the issue persists, contact your Administrator or Digitail support.

Common causes include:

To improve transcription accuracy:

AI-generated transcripts and summaries should always be reviewed before being used as medical records.

Yes. If your clinic uses a configured virtual number, return calls will route directly into Digitail and can be answered through the VoIP Chrome Extension.

Missed calls are logged in:

Your team can review the call details and follow up as needed.

Yes. All recordings and transcripts are securely stored and designed to support GDPR (General Data Protection Regulation) and HIPAA (Health Insurance Portability and Accountability Act) readiness.

Recordings and transcripts are stored indefinitely unless your clinic applies a custom data retention policy.

No. Transcripts are non-editable to preserve record integrity. You can add additional notes in the Patient record for context.

Yes. Each user can manage one active call at a time. Multiple team members can place or receive calls simultaneously using their own accounts.

Yes. You can manually dial new phone numbers from the Global Call icon, even if they are not linked to a Client.

The Chrome Extension is required to receive inbound calls. Outbound calls can be placed directly inside Digitail if VoIP is enabled and the correct permissions are granted.