Communication

Are phone calls made through RootLogic recorded?

Yes — every call made or received through RootLogic is recorded automatically, and recordings are stored directly on the contact's record where your whole team can access them.

Yes, all calls are recorded by default

Every inbound and outbound call routed through your RootLogic phone number is recorded automatically. There is no toggle you need to enable — recording happens on every call, every time.

Where recordings are stored

Recordings are attached directly to the contact record. Open the contact in the Contacts tab, then click the Activity tab. You'll see a log of every call with a playback button next to each recording. No separate system to check.

How your practice uses recordings

Call recordings serve two main purposes: (1) reviewing what a lead said so any team member can pick up where the last conversation left off, and (2) quality monitoring so your practice manager can coach on phone intake. Both are legitimate uses that improve patient experience and conversion rates.

State consent laws — what you need to know

Some states require that both parties on a call be informed it's being recorded (two-party consent states: California, Florida, Illinois, and others). Your practice manager should confirm whether your state requires a disclosure. If so, your practice's phone greeting should already include one — ask your account manager if you're unsure.

Important: Never use RootLogic call recordings as the sole documentation of medical or health conversations. If a call contains clinical information, that should be documented in your practice management system or EHR per your HIPAA compliance policy.

Pro tip: Get in the habit of listening back to your own calls occasionally — not as self-criticism, but to catch phrases you use that might be closing doors. The best phone intake people review their own calls monthly.

Are phone calls made through RootLogic recorded?

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