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Call Follow-Ups in Call AI
Call Follow-Ups in Call AI
Alyssa Elso avatar
Written by Alyssa Elso
Updated today

Call Follow-Ups is a powerful add-on feature available as part of the Response AI package within Call AI. For an additional $99/month, practices can access this advanced task management system designed specifically for follow-up actions related to patient phone calls.

Call Follow-Ups ensure that every important conversation is translated into action, helping practices boost efficiency, accountability, and patient satisfaction.


What Are Call Follow-Ups Good For?

Call Follow-Ups bridge the gap between conversations and action. Whether a patient calls to ask about a treatment plan, reschedule an appointment, or request more information, this feature allows your team to easily create, assign, and track tasks to ensure proper follow-up.

It’s especially beneficial for:

  • Tracking post-call commitments (e.g., sending forms, booking appointments)

  • Following up on missed opportunities or unresolved patient concerns

  • Coordinating across team members to ensure nothing falls through the cracks

  • Improving responsiveness and boosting patient experience

  • Holding team members accountable for timely communication


Accessing Call Follow-Ups

  • Call Follow-Ups are accessible from all Call AI pages.

  • Located at the top-right corner, indicated by the Follow-Ups button.

  • Clicking the Follow-Ups button opens the Call Follow-Up Tasks panel.


Benefits

  • Ensures better call follow-up tracking.

  • Improves task accountability within the practice.

  • Enhances patient communication and service quality.

  • Provides data-driven insights into follow-up performance.


Features & Functionality

Viewing Tasks

  • Once inside the Call Follow-Up Tasks panel, practices can:

    • View all current tasks.

    • Filter tasks by date created, due date, priority, status, and category.

    • Search tasks using the search bar.

    • View assigned and unassigned tasks.

Creating a Task

  • Click the Create Task button to open the task creation form.

  • Enter the following details:

    • Title & Description: Provide a clear task summary.

    • Task Type & Category: Select relevant options.

    • Priority: Choose between Low, Medium, or High.

    • Assigned To: Assign to a specific team member or leave it unassigned for general completion.

    • Due Date: Select the deadline for the task.

    • Task Checklist & Phases (Optional): Add step-by-step checklists or multi-phase processes.

  • Click Create Task to save it.

Task Details: Viewing, Editing, & Completing Tasks

Click on any task in the list to view its full details on the right-hand panel.

From here, you can:

  • Review the full title and description

  • See the status, priority, category, due date, and call context

  • View timestamps, comments, and related items

To edit a task, click the Edit button. You’ll be able to change:

  • Task title and description

  • Status and priority

  • Category

  • Assignee

  • Due date

Click Save Changes when finished.

To complete a task, simply click the green Complete Task button at the top of the task view.


How Tasks Are Assigned

Tasks can be manually assigned when creating or editing a task or automatically routed using practice roles.

Click Setup practice roles to manage default task assignments.

From the Office Roles popup:

  • Assign team members to specific roles like Treatment Coordinator or Financial Coordinator

  • Set default staff for each role

  • Choose associated providers (when applicable)

These role assignments help:

  • Automate task routing from Campaigns and AI-generated follow-ups

  • Ensure tasks are always directed to the right team member

  • Serve as fallbacks when manual assignment isn’t used

Proper setup improves efficiency and accountability across your team.


Dashboard Insights

  • The Dashboard tab provides insights into task completion and team performance.

  • Key metrics include:

    • Total Tasks: Number of tasks created.

    • Completion Rate: Percentage of completed tasks.

    • On-Time Rate: Measures timely completion.

    • Overdue & High-Priority Tasks: Tracks urgent and pending follow-ups.

    • Task Compliance: Graphical insights into how well follow-ups are being managed.


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