How do I review a call?

Calls shows recorded call activity. Open a call to understand its outcome and the follow-up it needs.

Maintained by Louneh · Reviewed 2026-09-16

Before you start

Authorized practice staff. Availability depends on your plan and completed setup. Review subscription access.

Step by step

  1. Open Calls in your practice.
  2. Find the relevant call using the available filters.
  3. Open the call and review its summary and available recording or transcript.
  4. Follow up through the appropriate appointment or message workflow.

What you should see

You understand the caller’s request and the next staff action.

If something goes wrong

No recorded calls is different from a loading error. Refresh after a data error rather than assuming there were no calls.

Create your account or read the setup guide.

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