Summary

This article focuses on the required configuration of Twilio to work with ClinSpark.

Twilio leverages web services that are exposed in ClinSpark in order to communicate scenarios when phone calls and SMS messages are sent and received. In order for this to happen, a given Twilio account must have a configured ‘TwiMLApp’. This guide providers a user the configuration settings in Twilio and what must take place in ClinSpark. Configuring Twilio is a shared responsibility where both the customer and the ClinSpark support team are each required to take specific steps.

Twilio Account Setup

These steps assume that a customer has created a Twilio account and has logged in to the management dashboard.

Customer

Reserve a Number

If a new phone number is required for this use case, use Twilio’s admin UI to provision it.  Note the number provisioned.

Add ClinSpark Support as a admin user

A service desk ticket should be raised to notify ClinSpark Support of the account setup, and identify an engineering support team member as an admin user in the customer account. We may add additional internal support users as needed, though this is cost neutral. We will use this access only to configure and manage integration with your ClinSpark instance.

ClinSpark Support

Create a TwiML App

A TwiML app binds a phone number to application endpoints such as webhooks.  Create a new app or re-purpose another if that’s no longer used.

From the Number menu, click the ‘Tools’, TwiML Apps and then the  ‘Add’ icon.

1. 

   Note the SID, this is the Application SID to be configured in ClinSpark later

2. Ensure that the ‘optional’ settings are shown

3. Replace the ‘YOUR_CLINSPARK_DOMAIN’ with the subdomain used to interact with ClinSpark. Ensure the URLs are otherwise the same

Configure Number to Use TwiML App

1. 

   Ensure that the voice and messaging sections are configured with the configured TwiML App

ClinSpark Instance Setup

Ensure that Twilio Support is enabled in ClinSpark. This can only be done by a ClinSpark Support ‘superadmin’ account.

Twilio Settings in ClinSpark

Apply Twilio account settings. Note, this can only be done by a ClinSpark Support ‘superadmin’ account.

1. 

   TwiML Application ID from previous step

2. The default country prefix as defined here: List of country calling codes

See also

1. Manage Correspondence