Call Summaries
What you'll learn: How AI-generated call summaries work and how they help you stay informed.
What Are Call Summaries?
After each call, the AI creates a brief summary:
- Key points from the conversation
- Actions taken
- Outcomes achieved
- Follow-up needed
Automatic Generation
Summaries are created automatically:
- Processed after call ends
- Available shortly after the call
- No manual work required
What Summaries Include
Caller Intent
What the caller wanted:
- Book an appointment
- Ask a question
- Get information
- Request a callback
Actions Taken
What happened during the call:
- Appointment booked (with details)
- Information provided
- Message taken
- Transfer offered
Outcome
How the call concluded:
- Successful booking
- Question answered
- Callback scheduled
- Issue unresolved
Follow-Up Items
What needs attention:
- Callbacks required
- Questions that need answers
- Issues to address
Where to Find Summaries
Summaries appear in:
- Call records in Communications
- Patient profiles (linked calls)
- Notification banners
- Calendar entries (for booked appointments)
Reading Summaries Quickly
Summaries are designed for quick scanning:
- Short and focused
- Key information first
- Easy to understand
- Action-oriented
Examples of Good Summaries
Appointment Booking: "Patient John Smith called to schedule a checkup. Appointment booked for Tuesday, March 18 at 2:00 PM with Dr. Martinez."
Question Answered: "Caller asked about office hours and directions. Provided hours (9-5 Mon-Fri) and address. No appointment needed."
Follow-Up Needed: "Maria Garcia called about billing question. Unable to resolve on call. Message taken for callback requested by tomorrow."
Using Summaries Effectively
Daily Review
Start your day by:
- Checking overnight call summaries
- Identifying follow-up items
- Preparing for booked appointments
Patient Preparation
Before appointments:
- Review the call that booked them
- Understand what they mentioned
- Be prepared for their visit
Follow-Up Management
Track items that need attention:
- Callbacks promised
- Questions unanswered
- Issues raised
Summaries vs. Transcripts
| Summaries | Transcripts |
|---|---|
| Brief overview | Complete record |
| Key points only | Every word |
| Quick to read | Takes longer |
| Action-focused | Detail-focused |
Use summaries for quick reference, transcripts when you need full detail.
Next: Reviewing Call History | Previous: Call Transcripts