Place an outbound call from the dialer (HIPAA‑compliant)

Purpose: Call a patient or a third party directly from SimboConnect. 

 Steps 

 

 

 Click the floating phone button (bottom‑right). 

 

 

 The dial pad opens. 

 

 

 Type or paste a number, or click the keypad. 

 

 

 Press the green call button to start the call. 

 

 

 When finished, end the call. The interaction is logged on the dashboard. 

 

 

 Notes 

 

 

 Calls placed from SimboConnect are HIPAA‑compliant . 

 

 

 Use the notes/message field in the dialer (above the keypad) when your workflow requires a quick annotation.