Dashboard
Calls handled, average duration, appointments booked, AI-resolved calls, missed and voicemails, after-hours calls, charts by type and hour, top callers. Download PDF and a weekly report email.
Inbound Calls
Call History lists every call. Filter by status (Completed, Missed, Voicemail, Failed), source, language, and date. Search by name or phone. Export CSV.
Click a call to open Call Details:
Transcript
Summary
Recording
Events
The full conversation, with timestamps. Copy or download.
Outcome, notes, and the key information the AI captured.
Audio player and download.
Every lookup, booking, transfer, and text the AI made, with the result. Transfer results read as connected, no answer, line busy, or voicemail.
Events is the first place to look when a booking or transfer did not go as expected. “No answer” means your line rang and nobody picked up, so the AI took a message instead.
Inbox Tasks
Every message, refill request, callback, and follow-up. Filter by type, status, category, and date. Assign a Provider, link a Patient, add notes, Mark done. Done items archive after 30 days.
Providers
Add providers for task assignment and per-provider notifications: text or email a provider when a refill or urgent request comes in. Providers do not need a HealOS login to receive these.
Build your own forms, or have HealOS extract them from a photo of your paper form. Group them into Appointment Categories, set per-doctor links, and review Submissions. Approve a submission to create or link the patient.
