Focused Inbox

Modified on Thu, 02 Feb 2023 at 11:36 AM

Optimized to keep users focused on conversations with patients, keeping automated messages out of the way

Focused Inbox

Our new Focused inbox prioritizes conversations where the last message is sent by either a patient or a practice user.

  • What types of conversations will you find in the Focused inbox?
    • Patient interactions
    • Staff interactions
    • Flagged Messages
    • Unread Messages
  • What conversations will not be in your Focused inbox?
    • Automated messages

All Inbox

Our All inbox is just like it sounds, it contains all of your messages in one place. 

You can use this to look for a conversation that you can't find or to see conversations where the last message sent was an automated message.

 All messages are displayed in chronological order, from newest to oldest.

Inbox Filters

Flagged and Unread are now filters

Our previous Inbox experience contained two additional inboxes, the Flagged inbox and the Unread inbox. We've turned these inboxes into filters, so that you can filter messages regardless of which inbox you're in!

  • To filter for messages in an inbox, select "Filter" and select your desired filter 
  • The "Filter" menu item will display the currently active filter
  • Simply click to remove the current filter 
There may be instances where your filter yields no results, simply select "Clear Filters or select he filters menu item again

Flagged Filter

  • Users can filter their current inbox by flagged messages.
  • When selecting to filter by flagged messages, you can select a specific color or you can choose all flags 

Unread Filter

  • Users can filter their current inbox by unread messages. 

    • Simply open the Filters menu and select "Unread Messages"  

    • Only unread messages in the current inbox will be displayed  

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