Overview
This article helps you review automated call activity. You may need this when you want to search recent calls, confirm outcomes, or export call records.
Before you begin
- You need access to Automated Calls.
Steps
- Click Config.
- Click Intelligence.
- Click Automated Calls.
- Click Call log.
- Enter text in the search box if you want to narrow the results.
- Review the table columns for Call Start, Call End, Patient, Phone, Task, Call Action, Status, Outcome, Trigger, and Transcript.
- Open the overflow menu in the header if you want to export the results.
- Click Export CSV if you want to download the current log set.
Troubleshooting
- If no calls appear, then clear the search text and try again.
- If Export CSV is unavailable, then wait for the list to finish loading.