1 (877) 711-5111
Contact
Login
DigiMEDSPA EMR
DigiMEDSPA CONNECT ™
Review Call History
This user guide explains how to review inbound, outbound, and inner office calls, allowing users to track call details, time, and duration for efficient communication management.
Understanding Terminologies
Inbound
Inbound calls are the calls received by the Med SPA from patients, such as appointment requests, service inquiries, or follow-up questions.
Outbound
Outbound calls are the calls made by the Med SPA to patients, including appointment confirmations, reminders, and post-treatment follow-ups.
Inner Office
Inner office calls are internal calls between Med SPA staff members, used for coordinating schedules, patient care, and daily operations.
Review Call History
- The user can create a new chat by accessing “Calls” in the Communication Apps accessible from three entry points.
- From the EMR Board, click “Calls” in the Top Menu Navigation.
- From the EMR Board, click “Apps” in the Top Menu Navigation to access the applications.
- Navigate to the Communication Apps and click on “Calls.”
- Navigate to the Communication Apps and click on “Calls.”
- From the Left Navigation, click on the “Communication Apps” dropdown menu, and select “Calls.’’ Alternatively, you can type “Calls” into the search bar in the Left Navigation.
- From the EMR Board, click “Calls” in the Top Menu Navigation.
- Here is a detailed inbound call history, listing Date, Caller (From), Recipient (To), LCP Type (Lead, Contact, Patient), Status (Missed, Answered, Voicemail), Recording, and Duration.
Note: “LCP Type (Lead, Contact, Patient)” represents the caller’s relationship with your Med SPA. A “Lead” is a potential patient who hasn’t booked yet, a “Contact” is someone in your system but not an active patient, and a “Patient” has received or is receiving services. “Status” indicates the result of a call. An “Answered” call was successfully picked up by the recipient, a “Missed” call was not answered, and a “Voicemail” shows that the caller left a message. “Recording” refers to the audio file of a call that captures the conversation between the Med SPA staff and the caller. - On the Calls List screen, use the top scopes bar to easily switch between Inbound, Outbound, and Inner Office call logs.
- If an existing patient calls, their name will appear in the LCP column and the recorded call in the Rec column. Click the patient’s name to open their existing profile directly.
