This is a guide on how to set up your account to use the TeleGo / HHAeXchange integration. Please note that you must have added the integration to your account for these features to be available.
You also must be an admin in the TeleGo portal or have the following permission enabled to your role:
If you'd like more information on this integration, please contact us.
HHAeXchange Setup Guide:
Once TeleGo has added the HHAeXchange integration to your account, to use it you must be logged into the following:
a. The TeleGo Chrome Extension
b. The TeleGo User Portal
c. HHAeXchange
1. The TeleGo Chrome Extension can be installed here. One the Chrome extension is installed, pin it to your browser for easy access. Click on the puzzle piece icon on your browser next to the TeleGo logo, then click on the pin icon so that it turns blue.
2. Next, log into the TeleGo portal to connect to the Chrome extension.
Please allow a few seconds for the Chrome extension to connect once you are logged into the TeleGo portal.
3. Once you are logged into the TeleGo portal and connected to the Chrome extension, click on the Settings tab in the Chrome extension, then click the checkbox next to CRM Integration.
4. After CRM Integration is clicked, a dropdown menu titled Select CRM URL will appear. From that menu, select HHAeXchange.
You will also see a checkbox that says Open CRM Page on Answer which is selected by default. This means that an HHAeXchange contact screen pop will happen once the phone call is answered. We recommend this setting, but if you'd like the screen pop to happen when the call is ringing but but before it is answered, you can uncheck this.
Note: You do not need to enter an HHAeXchange Version Number. We recommend that this is left blank.
Click Save.
5. Once these settings are saved and you are logged into your HHAeXchange account, you're all set!