Reviewing Call History
What you'll learn: How to find and review past calls, filter call records, and get insights from your call history.
Accessing Call History
Find call history in:
- The Communications section for all calls
- Individual patient profiles for their calls
- Calendar entries for appointments booked by AI
Call List View
The call history shows:
- Date and time of each call
- Caller information (phone number or patient name)
- Call duration
- Call outcome (completed, failed, etc.)
- Quick summary
Filtering Calls
Narrow down the list by:
Date Range
- Select start and end dates
- Focus on specific periods
- Compare different time frames
Call Status
- Completed calls
- Missed or failed calls
- Transferred calls
- All calls
Call Outcome
- Appointments booked
- Questions answered
- Messages taken
- Follow-up needed
Sorting Call Records
Arrange calls by:
- Date — Newest or oldest first
- Duration — Longest or shortest first
- Type — Group by outcome
Viewing Call Details
Click any call to see:
- Full summary
- Complete transcript
- Recording access
- Patient link (if identified)
- Actions taken
Finding Specific Calls
To locate a particular call:
- Use date filters to narrow the time
- Search by patient name or phone number
- Look for specific outcomes
Call History for Patients
In a patient's profile:
- See all their calls in one place
- Understand their interaction history
- Prepare for appointments based on previous calls
Regular Review Practices
Daily Check
- Review calls from the past 24 hours
- Follow up on items noted
- Confirm appointments booked
Weekly Review
- Spot patterns in call volume
- Identify common questions
- Note areas for improvement
Monthly Analysis
- Compare to previous months
- Track growth trends
- Evaluate AI performance
Exporting Call Data
If export is available:
- Download call records
- Use for reporting
- Archive for records
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