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Search calls Or SMS interactions
Purpose: Find a specific caller or reason fast. Steps Click into Search (top‑right). T...
Filter calls (Type, Language, Status, Copilot, Intent)
Purpose: Narrow the list to exactly what you need. Steps Click the Filter button (blue circ...
Work with grouped call threads (by phone number)
Purpose: Handle multiple interactions from the same person as a single workflow. Steps Call...
Place an outbound call from the dialer (HIPAA‑compliant)
Purpose: Call a patient or a third party directly from SimboConnect. Steps Click the floati...
View caller history and past SMS
Purpose: See previous calls and text conversations from the same phone number. Steps Open a...
Play a specific audio part of the call
Purpose: Listen to the exact audio segment that matches a transcript line. Steps In the mid...
Listen to the full call recording
Purpose: Review the entire call in one go. Steps Scroll to the bottom of the middle panel. ...
Use Write with AI and Templates in SMS
Purpose: Reply faster with suggested text and pre-built responses. Steps In the SMS compose...
Call back a patient from the dashboard
Purpose: Place a return call without leaving the Call Details screen. Steps Open the call. ...
Assign a call to a teammate and notify them
Purpose: Route work to the right person and create accountability. Steps Open the call. ...
Set the call status
Purpose: Show progress and keep the queue clean. Steps Open the call. Use the Status d...
Leave Staff Comments for your team
Purpose: Document follow-ups and decisions for later review. Steps Open the call and scroll...
Copy patient data with one click into your EHR
Purpose: Copy phone numbers, IDs, and structured fields into your EHR without retyping. Steps ...
Set Phone Number and Date of Birth Formats for EHR Copy Paste
Purpose: Make copied data paste directly into your EHR without edits. Steps Open any call. ...
View the Audit Trail
Purpose: See automated actions performed by the Copilot and outbound messages sent to the patient...
Give quick feedback on the AI
Purpose: Help improve the Copilot and flag issues. Steps Open the call. Use the thumbs...
Use More Info for call metadata
Purpose: Find the internal Call ID and related technical details for support. Steps Open th...
Verify patient identity and details
Purpose: Confirm who called and match the record to your EHR. Steps Open the call. In ...
Confirm what Copilot already resolved
Purpose: Avoid double work by checking outcomes first. Steps Open the call. In the Sum...
Download and use patient images from SMS
Purpose: Capture photos that patients send and extract important details. Steps Open the SM...