Setting Up Your Practice Phone

Step 1: Provision a new number

Sign in to Soli Line and you will be prompted to set up your first phone number. Two options are available: a local number in your preferred area code, or a toll-free number (typically 800, 833, or 844). Local numbers suit practices whose patients are concentrated in one geographic area. Toll-free numbers are a better fit for practices serving patients across state lines or wanting a professional national presence.

Choose the type, search by area code or city, and confirm. The number goes active within seconds. Soli provisions numbers through Telnyx, a tier-one carrier, delivering carrier-grade call quality and reliability.

Step 2: Port an existing number (optional)

Already have a practice phone number you want to keep? Port it to Soli Line instead of provisioning a new one. Porting moves your existing number from your current carrier to Soli, routing all calls and texts to the Soli Line application.

In your line settings, select Port Existing Number. You will need your current carrier name, account number, and PIN or authorization code. Porting typically takes 7 to 10 business days; during that time, your existing number continues to work normally. Once complete, all calls and texts route to Soli Line automatically.

Provision a temporary Soli number to get familiar with the application while the port is in progress. Remove the temporary number once the port finishes.

Step 3: Record your voicemail greeting

Open your number settings and select Voicemail. Record a greeting directly from the desktop application or upload an audio file. Include your practice name, a note that you will return the call, and a reminder that the caller can leave a message or send a text.

Every voicemail is automatically transcribed. The transcript is encrypted before storage, so only your authorized devices can read it. Both the audio recording and written transcript appear in your inbox.

Step 4: Configure business hours and call forwarding

In your number settings, open Call Routing to define business hours. Specify the days and times you are available. Outside those hours, Soli Line can route calls to voicemail, forward them to a personal phone or colleague, or hand them to the AI receptionist (if enabled).

Forwarding is configured per-number. You might send after-hours weekday calls to voicemail while forwarding weekend calls directly to an on-call colleague. Enable missed-call-to-text to automatically SMS callers when you cannot answer — something like "Thank you for calling. I am currently with a patient and will return your call shortly. Feel free to text me here."

Step 5: Install the desktop application

Soli Line runs as a desktop application on macOS, Windows, and Linux. Download the installer from your account dashboard or from meetsoli.com and sign in with your account credentials. The desktop application handles calls, encrypted text messages, voicemail review, and contact management.

Incoming calls ring on your computer with an on-screen notification showing the caller number. Answer, decline, or send to voicemail directly from the notification. Message history is stored locally in an encrypted database for fast offline access.

Step 6: Install the mobile application

Soli Line is also available on iOS and Android via the App Store and Google Play. Sign in with your account credentials. The mobile application gives you full access to calls, SMS, voicemail, and team messaging from your phone — without exposing your personal number to patients.

Push notifications alert you to incoming calls and new messages even when the application is in the background. Notification content never includes message text or caller details — it displays only "New message" or "Incoming call" to protect privacy on your lock screen.

Step 7: Make your first test call

Before sharing your new number publicly, run a test call. Dial your personal phone from the Soli Line application — the call should display your practice number as the caller ID. Then call your practice number from your personal phone to confirm the ring, voicemail, and routing all work as expected.

Test text messaging too. From the application, send an SMS to your personal phone. You should receive a standard text from your practice number. Reply from your personal phone and verify the reply shows up in the Soli Line conversation thread.

Step 8: Set up team messaging

For practices with multiple clinicians or administrative staff, Soli Line includes encrypted internal messaging. Team chat runs separately from patient SMS as a private channel between practice members. Create group channels (e.g., "Front Desk" or "Clinical Team") and send direct messages to individual colleagues.

Team messages use the same end-to-end encryption model as patient messages. No server administrator can read team conversations, making it safe to discuss scheduling, case coordination, or practice logistics without concerns about data exposure.

What to do next

With your phone set up, consider enabling the AI receptionist to field calls when you are unavailable. Running a group practice? The group practice setup guide covers adding team members and managing multiple lines. If you also use Soli Forms, the automation flows guide explains how to connect form submissions to automatic follow-up actions.