Callback Tasks and All Calls Logs

Callback Tasks

The Callback Tasks page helps your team stay on top of missed calls, making sure every patient receives a timely follow-up—whether by phone or another method.

For each missed call, you’ll see:

• The caller’s number

• Any follow-up calls (in or out)

• The option to mark the task as complete once someone has followed up

Date Ranges

You can view missed calls from up to 30 days ago, but can only filter for 7 days at a time.

• Default view: Past 3 days + today

• To customize the date range, use the filter drop-down

• To reset, click the × on the date filter pill

Call Context

Click on any missed call to expand the row and view other calls with the same number during your selected date range. This helps you see if:

• The caller tried again

• Someone from your office already returned the call

If your user role allows, you can also listen to or download any call recording or voicemail listed.

Tracking Follow-Ups

Once a missed call has been addressed, just click the checkbox to mark it as complete. This will move the item to the bottom of the Callback Tasks list so your team can focus on what’s still outstanding.

All Calls

The All Calls page gives you a complete log of every call—inbound and outbound, connected or missed—with access to recordings and voicemails (based on permissions).

All Calls: Date Ranges

• View call history from up to 2 years ago

• Filter for ranges of up to 31 days at a time

• Default view: Past 30 days + today

• To change the range, use the date filter; click the × to reset

Filter by Call Type

Use filters to view:

• Inbound connected calls

• Inbound missed calls

• Outbound calls

Tip: Missed Calls

While the All Calls page is useful for full call logs, the Callback Tasks page is better for tracking missed calls, checking related call history, and ensuring follow-up.