Working with Episodes
An episode is a unit of work in the Inbox. It tracks a clinical workflow from start to finish - for example, reviewing a lab result, responding to a patient message, or following up after an appointment.
When you select an episode, the detail panel shows a header with key fields you can change directly:
- Next Action - set to Practice, Patient, or No action needed
- Assigned To - assign to a team member or a team
- Priority - set to Low, Medium, High, or Urgent
- Lifecycle - shows the current status of the episode
All of these can be changed inline using the dropdowns in the header.
Assignment
Episodes can be assigned to individual users or teams:
- Click the Assigned To dropdown to choose a user or team
- Select Unassigned to remove an assignment
- Some episodes have locked assignment, meaning automation will not override a manually set assignment
Conversation and Journey Tabs
Each episode has two tabs:
- Conversation - shows the merged thread of messages, notes, and events related to this episode
- Journey - shows the full timeline of events and status changes
Closing an Episode
When work on an episode is complete:
- Click the Close episode button in the top-right of the detail panel
- Optionally add a closing note to record why it was closed
- Click Close to confirm
Closing an episode sets the status to closed and the next action to No action needed.
Reopening an Episode
If a closed episode needs further attention:
- Click Reopen episode
- Provide a reason for reopening
- The episode returns to open status with next action set to Practice
Due Dates
Episodes can have due dates. Overdue episodes are highlighted with a visual indicator so they stand out in the list.
Tip: Use the keyboard shortcut E to close an episode with a note, or Shift+E to close it instantly without a dialog.