Call action filters

Call history can now be filtered by the actions completed during each conversation. Open Filters on the Calls page and use the new Actions controls to narrow the list to bookings, confirmations, reschedules, cancellations, transfers, new patient registrations, or digits pressed.

Build precise call views

Each action supports conditions such as At least once, Exactly once, More than once, and No matches. This makes it possible to answer focused questions without opening calls one by one—for example, which calls produced an appointment, which never reached a booking, or which involved multiple transfers.

Action conditions stay visible as part of the active filter set. Combine them with completion status, date ranges, or other call filters to create the exact review queue your team needs.

Customer support

• Case lists and open conversations now update in real time as new comments and status changes arrive, reducing manual refreshes during an active support conversation.

Call review

• Transcript display choices are remembered between calls.

• The call detail panel adapts more cleanly to narrower screens.

Improvements

• Filters are easier to open and use on smaller screens.

• Clearing filters now returns every action condition to its unfiltered state.

Fixes

• Relative call-date filters now stay current when the call list refreshes.