Conversations is a searchable log of every patient call and text. Use it when you need to find a specific conversation, such as a call from a patient who says they spoke with your office last week.
To open it, click Conversations in the left-hand menu.
Calls and Texts
Use the tabs at the top to switch between Calls and Texts.
Calls shows the call ID, date, patient name, phone number, outcome, outcome details, duration, and direction (Inbound or Outbound).
Texts shows the text ID, date, patient name, phone number, and outcome.
Search and filter
Search by patient name, phone number, or birthdate.
Date: choose Today, Last 7 Days, Last 30 Days, Last 6 Months, Last 12 Months, All Time, or a Custom range.
Outcomes: filter by Resolved, Transferred, Hung Up, Left Voicemail, or Didn't Connect.
Directions (Calls only): show Inbound or Outbound calls.
You can also sort the list by ID or Date.
đĄ Tip: Don't have the patient's phone number handy? Search by their birthdate instead.
Open a conversation
Click any row to open the full conversation in a new browser tab. You'll see the same view as on the Home tab, with the recording, transcript, summary, and patient details. See Using the Home tab for a walkthrough.
Download the list
Click Download in the top-right corner to save the current list of conversations.