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Navigate the Call Details screen

Purpose:

Purpose

 


Help staff understand the three-panel Call Details screen and where to find common actions.


 

Steps

 

 

  1. Open a call in SimboConnect.

  2. Look at the three columns on the screen.

     

    • Left: history for this caller.

    • Middle: full call transcript with play buttons.

    • Right: AI summary, requests, and patient info.

     

  3. Use the top bar to see Caller ID and quick actions like Block, I am Working on it, and Mark as Resolved.

 


 

What you will see on this page

 

 

  • A vertical list of calls and SMS for this phone number on the left.

  • Transcript bubbles in the center with small play icons on each line.

  • An audio player for the full recording at the bottom.

  • A summary panel on the right with sections such as PII Data, Open Message for Office, Request blocks, and Patient Info.

 


 

Tips and good practice

 

 

  • Use the summary on the right first to understand the call in seconds.

  • Use the center panel only if you need exact wording or to verify a detail.

 

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