Call History in RevenueWell

To view call history through the RevenueWell Portal: 

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  1. Click the phone icon on the left-hand menu.

  2. Click Call History

  3. Identify Patient:

    • Search: By phone number or patient name

    • Filter calls by:

      • Mailbox

        • My Calls (user-specific)

        • All Practice Calls

      • Call Type

        • Inbound

        • Outbound

        • Missed Calls

        • All Calls - all of above

      • Time Period

        • Today 

        • Yesterday 

        • Last 30 days

        • All Time

  4. View Call Details: Select a call to view details, including -  

    • Caller Name - Patient Name or Caller ID Display Name

    • Caller Number

    • Timestamp

    • Duration

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