Dashboard
Calls handled, average duration, appointments booked, calls the AI resolved on its own, missed calls and voicemails, after-hours volume, plus charts by call type and hour and a list of top callers. Download PDF, and a weekly report arrives by email.
Inbound Calls
Every call, filterable by status (Completed, Missed, Voicemail, Failed), source, language and date, searchable by name or phone, exportable as CSV. Open a call and you get four tabs:
- Transcript — the whole conversation with timestamps; copy or download it.
- Summary — the outcome and what the AI captured.
- Recording — audio player and download.
- Events — every lookup, booking, transfer and text with its result.
Events is the first place to look when a booking or a transfer did not go as expected. "No answer" means your line rang and nobody picked up, so the AI took a message. A booking error shows there too, and that is what support needs from you.
Inbox Tasks
Messages, refill requests, callbacks and follow-ups. Filter by type, status, category and date; assign a Provider, link a Patient, add notes, Mark done. Completed items archive after 30 days. You can also create a task from a call in the row menu.
A task only appears when the AI captured an actual request. If a caller hung up halfway through and nothing was filed, the transcript is still under Inbound Calls — and we can turn on follow-up tasks for incomplete calls if you want them.
Providers
Add your providers here so tasks auto-assign and so a refill or urgent request can text or email them. They do not need a HealOS login for that. The name must match the spelling in your EHR and the way callers say it, or assignment silently misses.