Call a patient from Workspace
Use the patient phone number shown in a request to complete office follow-up.
Calls, messages & Workspace
Understand patient requests, call activity, and follow-up messages.
How AI answered calls work
Understand what the AI can collect, what it may tell callers, and what the office must do next.
How missed-call texting works
Learn what happens when an unanswered office call qualifies for automatic text follow-up.
Read message history and the latest patient reply
Follow the text conversation connected to a patient request.
Review an AI answered call
Review the caller's request and recent AI call history before following up.
Patient texting opt-out and opt-in
Understand what happens when a patient asks to stop or resume text messages.
Urgent and emergency calls
Understand the safety limits of AI answering and the office's responsibility for urgent concerns.
Use Workspace
Review patient requests, call summaries, message history, and the latest patient reply.