Reports & portal

Can I search and filter leads, calls and appointments by date or patient name?

TL;DR

The call history can be filtered by date, such as today or the last seven days. Search by patient name or mobile and date ranges across leads and appointments are part of the portal's ongoing improvements. Check what is live on a walkthrough or during your pilot.

The full answer

Clinic teams asked for name search, mobile search and newest-first sorting, and those requests shape the portal roadmap. We would rather show you the current screens than promise a feature list here.

Ask us on the demo call for a live walkthrough of the portal.

Also asked as

Can I filter by today or a date range?
Does the portal show the newest appointments first?

More in Reports & portal

Last reviewed 11 November 2026. Answers describe the service as it ships today; anything specific to your clinic is confirmed on the demo call.

7 days · no IT disruption

Have the rest of your questions answered on a call.

A 30-minute demo call that includes an audit of your missed calls: where calls and messages are missed today, and what a pilot would measure.

Request a demo Start a 7-day pilot

Period: 7 days
Pilot: After-Hours
Covers: Nights, weekends, holidays
Ends with: ROI audit

voclyai / pilot-plan.md

# 7-day pilot period
period: 7 days
pilot:  After-Hours   # voice: nights, weekends, holidays
timeline:
  day 0   setup       no IT project
  day 1-7 live        AI disclosed on every call
  day 8   roi audit   answered · captured · recovered
rules: disclosure, human on request, 998, no medical advice