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PHONE ACTIVITY
Calls throughout the year
By month
Who answered
Transfers can credit more than one answering account.
Who called
Outgoing calls made by staff or shared line.
Incoming main-line calls
Shared accounts identify the line used, not the individual employee. Transfers show in pickup order. Caller names and numbers stay out of this report.
Call trends and analytics
Phone calls
ECW VISIT STATUS
Progress notes
By provider
Select a column heading to sort.
By month
Counts use encounter dates and the current eCW visit status, not signatures or billing status. Done is eCW’s DONE / Completed status. Other groups the remaining visit statuses. The selected provider, status and month apply to every total. Patient information stays in eCW.
Faxes
Faxes
Older pending-note report (retired)
Progress notes pending proofread
Add data
RingCentral Call Records export or the Approved Contact monthly usage export (MonthlyReportData.xlsx) for texts. Pick several at once. Whatever days a file covers are replaced, so re-uploading an overlapping period is safe.