Settings
Each switch is resolved most-specific-first: your own setting, then your organisation’s, then the global one, then the built-in default. The badge on each row tells you which level the current answer came from.
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Call Desk Lists
What a biller chooses from instead of retyping it. Only the claim number and the extension are typed on each call.
These lists belong to an organisation — its tasks, practices, trunks and payer lines.
Switch Editing to My organisation to see them.
Task
What the call is about. Payers route on it.
Trunks
Read live from the PBX. Add one in FreePBX and it appears here.
Practices
| Practice | NPI | Tax ID | Providers |
|---|
No practices yet. Add the first one.
Carriers
| Insurance | Number | Menu | History |
|---|
No carriers yet. Add the first one.
The emergency stop is separate and always wins. No setting on this page can release it.