Read the AI Summary and request blocks
Purpose:
Purpose
Understand the call quickly and see what SimboConnect already handled.
Steps
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Look at the right panel.
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At the top, review Patient Info such as DOB, insurance ID, patient ID, email, and phone.
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Read the Summary card to learn the purpose and outcome of the call.
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Expand Request cards such as Need Appointment or Confirm Appointment to see the structured details.
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Use the copy icons to copy any line if needed.
What you will see on this page
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A short description of the call length and outcome.
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Structured fields like reason, provider, and resolution.
Tips and good practice
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Start here before you listen to audio. It saves time.