Overview

Review a single patient's recent communication activity without leaving their chart, using the Past Communications section on the Patient Info page. Use it to confirm whether a reminder, text, or email went out recently and whether the patient responded.

Before you begin

• Access to the Patient info page (everyone).

Steps

1. Go to the Patient page and search the patient you want to review.
2. On the Patient Info page, look for the Past Communications section, which shows recent communication history for that patient.
3. If you don't see it, click the Customize Sections icon near the top of the patient page, make sure Past Communications is turned on, then click Done.
4. Open the Past Communications section. It can be expanded or collapsed, so click it if you need to open it.
5. Use the day range selector in the section header to choose how much recent history to view: 30 days, 60 days, or 90 days.
6. Review the communication entries. Each row shows the recipient (phone number or email address), the Sent date, the patient's response (if any), and the Responded date (if the patient replied).
7. Hover over the info icon next to an entry to view the actual message content that was sent.
8. Use this section to quickly confirm whether a patient received a reminder or other outreach, where it was sent, whether the patient responded, and when that response happened. 

Troubleshooting

• If you need broader filtering, exporting, or communication reporting across many patients, then use Communication History from the Home dashboard instead — the Past Communications section is patient-specific and meant for quick review inside the chart.