Introduction to the Communications Window
The Communications Window centralises communications within the Phonebar, allowing you to quickly and easily access important information
What are you looking for?
What are you looking for?
Accessing the Communications Window
To open the Communications Window, either click on the icon on your Phonebar
Or access it via the User Menu
Call History
Calls are displayed in the item list on the left hand side of this tab. The following call information is displayed both in the item list and at the top of the right hand side of the tab once an item is selected:
Name/Number
Date & Time of call
Whether there is a call recording or not
Whether the call was inbound/outbound/missed
Once selected the following information will also be displayed on the right hand side, along with the option to listen to the call recording if applicable:
Call Direction: Inbound/Outbound
Call Outcome: Answered/Not Answered/Missed
Call Type: Internal/External
Queue Duration
Talk Duration
Number Dialled
Group
For calls that were unanswered or missed only the Direction, Outcome and Type are displayed
When a voicemail is left, a play icon is displayed next to the Call Outcome. Clicking this will open up and auto-play the voicemail from within the Voicemail Tab
Call Filter and Search
You can filter calls within this tab to easily locate specific items by clicking on the filter icon
Calls can then be filtered by the following states:
Direction - Inbound/Outbound
Outcome - Missed/Answered/No Answer/Voicemail
Type - Internal/External
Items can be selected and cleared by clicking on the filter. Selecting a filter turns the item blue, and once cleared this returns to standard
You can select multiple filters but when one item is selected, items that are then not filterable become disabled. For example, when Missed calls is selected, the filter for Outbound Calls cannot also be chosen - as there is no way an outbound call could be classed as missed
Clicking the Date Selector presents a selection of time frames to choose from, as well as the option to create your own Custom Range
Adding a Number to the Directory
When a call is listed from a number that hasn't been saved as a contact in the directory, the Add to Directory icon is displayed. From here, the number can be added to a new directory entry
When the icon is clicked, the Add to Central Directory modal is opened
The number will be prepopulated into the Phone or Mobile field, depending on the number type. You can then add the following fields:
Display Name - the name of the contact displayed in the Directory
Email - if desired, the email address for contacts can also be added for easier record keeping
Any additional Notes for the contact - such as hours of operation or contact preferences
Please note: this is only possible for numbers that are not already added to an existing contact. For more information on editing directory entries, see our Help Guide here
Photos
The Photos Window is split into 2 columns; Received and Requests
In either the Received or Requests Tabs users can see the patient details when the message is selected
To select an individual message click on the box next to the entry in the Communications window
Or, you can Select All via the tick box
Each entry needs to be clicked on to open the details in the right hand side
When first opening the Communications window and there are no messages (either new or accessed) we will show the message You have no messages under the Received tab
When you first open the Communications window and there are messages available but no message has been chosen, we will display You have no message selected
Please note: Photo requests made via the Phonebar are free of charge. See our SMS Charges Guide here
Received
When the patient submits the photo the nominated recipient will be notified. This will either be a dot on their Phonebar Communications window icon
Or, via a notification dot in the User Menu
Any photos not yet read/actioned will have an orange notification dot next to them
When you select the Received tab from the left hand menu there will be a list of photos that have been submitted to you
Click on the box to open the message details, the message will turn blue and the details will be displayed on the right
In the right hand window you will see details of when the photo was sent (date and time) and how long it will remain available, along with the Name and Date of Birth of the patient who submitted the photo(s)
Below that, in green, you will see the details of the photo request which initiated the response; date, time, number request sent to, name of requester and any additional comments around the request
When the patient information turns green the patient has been selected
This means their record has been opened in the background and Active Patient contact is available via the Phonebar if necessary
You may receive one photo or multiple photos from the patient
If an image is old you will see a warning
Select the image by clicking in the tick box and click View Image to view the photo(s)
The photo will open on the screen
When viewing the image you can zoom and rotate the photo
If there are multiple images to view you can scroll using the left and right arrows, no need to close one image and select another
Click the X in the top right hand corner to close the image
From this window you can select the photos you wish to Delete or File to Record
In the unlikely event that a photo cannot be filed, you will receive an appropriate warning message
Requests
When you select the Requests tab from the left hand menu there will be a list of Photo Requests that have not yet received a response
These will be listed by the patient's clinical integration number (not NHS number)
When you select a request to view it will turn blue and you will see the request details on the right hand side
When the request was sent
How long until it expires
The user that requested the photo
The text that was sent with the Photo Request
The patient details including the standard contact methods
If the Photo Request has expired, a red triangle warning appear will appear next to it. (These expired messages will be available for 28 days)
If a patient actions a photo request, the request will no longer be visible in the Requests Tab, instead the response will appear in the Received tab
Photo requests made via the Phonebar are free of charge. See our SMS Charges Guide here
Voicemail
The Voicemail area within the Communications Window is split into two tabs; User and Group Voicemails. New Voicemails are indicated by an orange notification dot
The Search box allows you to search for Voicemails by Name, Number and group Voicemail box (if on Group view)
Selecting a message highlights it in blue, and displays the following information on the right hand display:
Name/Number of the individual leaving the voicemail
The Date and Time that the voicemail was left
Duration of the Voicemail
The Group Voicemail box that the message has been left in (only applies to Group voicemails)
A media player is also displayed which allows you to pause and resume the message and adjust the volume levels
The option to Delete and Save individual voicemails is also displayed on the right. Saved Voicemails are indicated by the Saved icon to the right of the message
When deleting a Voicemail, the following warning popup displays. Once an item is deleted, it will disappear from the inbox
To Delete or Save voicemails in bulk, you will need to select these via the tick boxes on the left hand panel and select the Delete/Save icons
Please note: it is not possible to bulk delete Voicemails when these have been saved. To delete a saved voicemail, you will need to do this individually