Inbox

Your Hub for Seamless Communication

Communication Types

• All Filter: Browse through all of the different message types.
• Patient Filter: All of the direct lines to your patients.
• Internal Filter: All of the internal group and direct chats.
• Start chats or group discussions with other providers using the (+) icon next to the search bar.
• External Filter: All external contacts.

Manage communications with contacts not yet saved, and personalize their profiles by:

1. Saving their name, fax, and email for future reference.
2. Adding a photo to recognize them easily.
3. Keeping track of important details with quick notes.
4. Adding to-dos to ensure seamless communication.

Unread / Read

Streamline Your Inbox

• Achieve Inbox Zero With Archiving: Archive messages to maintain a clutter-free inbox.
• Personalized View: Each provider enjoys an independent view of their inbox, tailored to their preferences.

Navigate With Ease

• Filter between all the different provider inboxes depending on who the patient is assigned to.
• Things that don’t change by moving between provider inboxes:
1. Your internal messages
2. All external messages

Different Communication Types

Patient communication

• Click the different tabs to send patients Secure messages or direct SMS messages
• See if a patient has read a secure message with read receipts
• Leave an internal note in the communication feed by clicking on the Internal tab. These messages are not seen by the patient.
• Every kind of communication type is listed in the communication feed, Secure, SMS, and Internal
• Start a new chat with a Patient
• If they’re archived, it will just reactivate the chat
• Secure Messages: Click the different tabs to toggle between sending secure and confidential messages or direct SMS to patients.
• Read Receipts: Stay informed by viewing if a patient has read your secure message.
• Internal Notes: Click on the Internal tab to jot down internal notes, keeping your team informed. Don't worry, these are not visible to the patient.
• Comprehensive Communication Feed: View all types of communications—Secure, SMS, or Internal—in one feed.
• Starting a New Chat: Ready to chat with a patient? Start a new chat effortlessly by pressing the (+) icon next to the search bar. If a conversation with that contacts is archived, it reactivates the chat into the inbox view.

External communication

• Managing Unsaved Numbers: Receive messages from unsaved numbers and swiftly save them as patients or external contacts for future correspondence.
• Faxing: Send and receive faxes to external numbers easily. Upload PDFs and pressing send.
• Adding New Contacts: Quickly add any name and number to reach out to any external contact.
• Receive messages from unsaved numbers and then save them as patients or external contacts
• Send and receive faxes to external numbers
• Add any name and number and send off to any outside number

Internal communication

• Direct Chats: Initiate direct chats with other providers and staff in your practice, facilitating faster decisions and collaboration.
• Group Chats: Engage in customizable group chats within clinics by adding different registered users.

Scheduled Messages

• Set a message to be sent at a later date and time
• Schedule any kind of message type by clicking the down arrow next to the send button
• Press send when the date and time is selected and the message is written and the message will be scheduled to send out at the selected time.

1. Prepare Your Message: Write your message as you normally would.
2. Choose the Timing: Select your preferred date and time for the message to be sent. Click the down arrow next to the send button to access the scheduling options.
3. Confirm and Schedule: Once you've chosen the timing, hit 'Send'. Your message will be queued to go out at the specified time.

• Inbox
• Communication Types
• Unread / Read
• Streamline Your Inbox
• Navigate With Ease
• Different Communication Types
• Patient communication
• External communication
• Internal communication
• Scheduled Messages