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Inbox

Inbox, accessed from Global Navigation, displays all open and closed client conversations sent to your location’s email address or phone number. Inbox displays messages in four categories:

  • Open: Current conversations through which you are actively communicating with the client.

  • Closed: Closed client conversations. If the client responds to the email or SMS (text) message, the conversation will automatically move back to the Open status.

  • All: Displays all Open and Closed client conversations for your location.

  • Every: If your user profile is assigned to multiple locations across your organization, this option displays all Open and Closed client conversations at your assigned locations.

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You can navigate to the client’s profile or patient’s chart by selecting the client name or patient name, respectively, at the top of the conversation.

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Available Actions in Inbox

When you compose a new message in an Open conversation:

  • Just Send: Send the message without closing the conversation.

  • Send & Close: Send the message and move the conversation to the Closed status.

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  • Select the paperclip icon to add an attachment to a new message. You can upload one file at a time. PNG, JPG, and PDF files are supported.

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For Closed conversations:

  • Select Re-open Conversation in the top right of the screen to move the conversation back to the Open status. Select Close Conversation to return the conversation to the Closed status.

  • If the client responds to the email or SMS (text) message, the conversation will automatically move back to the Open status.

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