Recent Communications
The Recent Communications view provides a unified log of all communications with patients, including emails, text messages, portal messages, and other contact records.
Accessing Recent Communications
Select View > View Recent Communications from the menu.
Communication Log
The grid displays all recent communications with columns including:
| Column | Description |
|---|---|
| Comm ID | Unique communication identifier |
| Comm Date | Date of the communication |
| Comm Time | Time of the communication |
| Last Name | Patient's last name |
| First Name | Patient's first name |
| Patient ID | Patient identifier |
| Note | Content or summary of the communication |
| Note ID | Associated note reference |
| Treatment ID | Related treatment plan |
Filtering
Use the Number of Days To Show control to set how many days of history to display. Click Apply to update the view with the selected date range.
Communication Types Tracked
The Recent Communications view captures:
- Emails sent from InSched
- Text messages sent via PatientConnection
- Portal messages sent and received
- Automated survey emails
- Appointment confirmations received from patients
- Lead responses sent to potential patients
Using Communication History
Patient Follow-Up
Review recent communications with a patient before their appointment to understand what has been discussed.
Staff Oversight
Monitor communication activity to ensure follow-up tasks are being completed.
Audit and Compliance
Maintain a record of all patient communications for regulatory compliance and dispute resolution.