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Inbox

Managing your clinical inbox and episodes

6 articles

Inbox OverviewVideoAn introduction to the Inbox, including how to filter, sort, and save custom views.Working with EpisodesVideoLearn how to manage episodes including assignment, priority, closing, and reopening.Pathways and AutomationUnderstand how events automatically create and route episodes through configurable pathways.Sending Replies and NotesVideoHow to reply to patients via email or SMS and add internal notes to an episode.Using the Patient SidebarVideoAccess the patient's clinical information directly from the Inbox using the sidebar panel.Keyboard Shortcuts and Quick ActionsVideoSpeed up your Inbox workflow with keyboard shortcuts and quick actions.

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