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Making a Call to a Participant

1 min read
Last updated: July 07, 2026

Nurses can initiate a call to a participant directly from within the platform without needing a separate phone or dialer. Calls are placed by clicking the phone icon in the Basic Details panel or the Call Updates section of the participant record.

When the call is initiated, a dedicated calling interface displays the live call status. Call duration and outcome are logged automatically to the participant's record, and the call appears in the Call tab of the Chat module. Logged calls update the Call Attempted, Total Call Duration, and Average Call Duration statistics on the participant record.

Calling screen statuses

While a call is in progress, the calling interface displays one of four statuses to indicate the current state of the call.

Calling means the call is dialing out to the participant. Connected means the call is active and the participant has answered. On Hold means the call has been paused, typically when the nurse needs to look something up or step away briefly. Call Ended means the call has been completed.

Call duration is tracked in real time during the Connected state and saved to the participant record when the call ends.


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