Overview

Communication History is your audit trail for patient outreach. It shows what was sent, when, how it was delivered, who received it, and whether the patient responded. Use it to confirm whether a reminder, survey, booking confirmation, or other outbound message was sent, check the delivery method, review the content, and see the patient's response.

Before you begin

• Access to the Home view menu.

Open Communication History

1. Go to Home.
2. Open the view menu at the top right of the screen.
3. Select Communication History.

Set the date range

• Use the From and To date pickers at the top to choose the time period to review.
• The view opens to a recent date range by default; widen or narrow it as needed.

Search and filter

Use the Search box to quickly find matching records — useful for looking up a specific patient or narrowing a large result set.

Use the filter bar to narrow results without changing the date range:

• Time Sent / Appointment Date — search by the date the message was sent or by the patient's appointment date.
• Response — filter by outcomes such as Confirm, Cancel, Reschedule, Voicemail, No Response, Email Opened, or blocked statuses.
• Type — filter by delivery method (Email, SMS, or Call).
• Resource — limit to a specific provider or resource.
• Location — limit to a specific location.
• Appointment Type — limit to a specific appointment type.

Read the results

Each row is one communication event:

• Patient Name — who received the communication. Click the name to open their chart.
• Appt Info — the appointment date and time, type, provider/resource, and location tied to the communication.
• Type — the kind of communication (Reminder, Booking Confirmation, Survey, No Show, Visit Summary, or Custom Message) and whether it was sent by SMS, email, or phone call.
• Recipient — the actual phone number or email address the message was sent to.
• Time Sent — the date and time the communication was sent.
• Delivery Status — whether the message was sent, delivered, blocked, or not completed.
• Response — whether the patient responded, what the response was, and when it happened.

View the actual message

• In the Type column, hover over the message icon to see the actual message content that was sent.

Refresh, export, and page through results

• Click Refresh in the top-right area of the log screen to reload the current results.
• Click Download CSV to export the current results. The export uses your current date range, search, and filters.
• If there are many results, use the page controls at the bottom of the table to move through them.

Common uses

Confirm whether a reminder was sent, check which phone number or email was used, review the actual message that went out, verify whether a patient opened/confirmed/canceled/requested a reschedule, filter activity by provider, location, or appointment type, and export records for follow-up or reporting.