Documentation/Communications/Recordings and Transcripts

Recordings and Transcripts

What you'll learn: How to access call recordings, read transcripts, and use these tools to understand patient interactions.

Call Recordings

Your AI phone assistant records calls for quality and training purposes.

What's Recorded

  • The complete conversation
  • Both sides of the call (AI and caller)
  • Clear audio quality

Accessing Recordings

  1. Navigate to the call detail
  2. Look for a play button or audio player
  3. Click to play the recording
  4. Use controls to pause, rewind, or adjust volume

Recording Availability

  • Recordings are stored securely
  • Retention period depends on your plan
  • Older recordings may be archived or deleted

Call Transcripts

Written records of what was said during the call.

What Transcripts Show

  • Speaker identification (AI vs. caller)
  • The spoken words converted to text
  • Timestamps for key moments

Reading Transcripts

  • Text is organized by speaker
  • Follow the conversation flow
  • Easier to scan than listening to audio

When to Use Transcripts

  • Quick review of call content
  • Searching for specific mentions
  • Documentation purposes
  • When audio isn't convenient

Comparing Recordings and Transcripts

Recordings Transcripts
Full audio experience Quick text review
Hear tone and emotion Easy to search
Takes real time to review Faster to scan
Requires audio capability Works anywhere

Using Recordings for Improvement

Quality Review

  • Listen to sample calls regularly
  • Check if the AI handles situations correctly
  • Identify common caller questions

Training the AI

  • Note phrases that confuse the AI
  • Find successful patterns
  • Request adjustments based on real calls

Staff Training

  • Show examples of excellent calls
  • Review challenging scenarios
  • Develop best practices

Privacy Considerations

Recordings and transcripts contain sensitive information:

Access Control

  • Only authorized staff can access
  • Logs track who views recordings
  • Limited by role and need

Storage Security

  • Encrypted at rest
  • Protected transmission
  • Compliant with regulations

Patient Rights

  • Callers are informed calls are recorded
  • Comply with recording laws
  • Handle data responsibly

Searching Within Transcripts

If transcript search is available:

  1. Enter keywords or phrases
  2. Results highlight matching calls
  3. Jump to relevant sections

Downloading Transcripts

When permitted:

  • Export transcript as text
  • Include in patient records
  • Use for documentation

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