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Call Management

The Call page manages phone call history and recordings. View call logs, access voicemails, listen to recordings, and review AI-generated call summaries.

View Call History

1

Navigate to Calls

Go to CommunicationsCalls
2

Browse call list

See all inbound and outbound calls
3

Filter calls

By date, direction, or status

Call Details

Each call entry shows:
  • Date and time
  • Patient name (if identified)
  • Phone number
  • Duration
  • Direction (inbound/outbound)
  • Recording status

Listen to Recording

1

Click call entry

Opens call details
2

Click play

Audio player appears
3

Listen

Play, pause, seek through recording
Call recordings may have retention limits based on tenant settings.

AI Call Summary

For calls handled by the AI assistant:
1

Open call details

Click on the call
2

View summary

AI-generated summary of call content
3

View transcript

Full transcription if available

Voicemail

Unread Voicemails

New voicemails requiring attention

Archive

Listened and archived voicemails

Call Actions

ActionDescription
Call BackInitiate return call
Link to PatientAssociate with patient record
Add NoteAdd internal notes about call
DownloadDownload recording file

Troubleshooting

IssueSolution
No recordingsCheck recording is enabled
Can’t play audioCheck browser audio permissions
Missing callsCheck date filter range