Checklist
- Sign in
- Enable notifications (if used)
- Confirm you can view calls
- Confirm escalation alerts are reaching the right role
If Something Is Missing
Missing data usually means your role does not have access, or the clinic has not enabled that workflow for your account.
Where to Go Next
- Call summaries
- Voicemail summaries
- After-hours
- Escalations
Related guides
Urgency, not noise.
Notifications
How to use app notifications for urgent alerts without overwhelming your team.
Minimum necessary by design.
Roles And Permissions
How access should be scoped in the client app: minimum necessary, auditability, and safe escalation.
Fast, structured, reviewable.
Call Summaries
How to review AI call summaries quickly and turn them into owned follow-up work.
Fast and traceable.
Escalations
How escalations should behave in healthcare workflows: fast, auditable, and aligned to your policy.