Inbox Overview

Last updated: 16 April 2026

Inbox Overview

The Inbox is your central hub for managing clinical workflows. Every item that needs attention - whether it's a lab result, patient message, questionnaire response, or appointment event - appears here as an episode.

The "Next Action" Model

The Inbox is organised around who needs to act next, not traditional status labels. Every episode has a responsibility:

Next Action Meaning
Practice Your team needs to do something
Patient Waiting on the patient
No action needed Resolved or informational

This keeps the focus on what needs your attention right now.

Filtering Episodes

The left sidebar provides several filters to narrow down episodes:

  • Next Action - filter by Practice, Patient, No action needed, or show All
  • Priority - Urgent, High, Medium, or Low
  • Assigned To - Unassigned, assigned to you, a specific team member, or a team
  • Pathway - filter by journey type such as Appointment, Questionnaire, Clinical Result, Messaging, Billing, Document, Identity, Clinical Access, or General

Sorting and Display

You can control how episodes are displayed:

  • Sort by newest, oldest, or priority
  • Show closed episodes - toggle this on to include resolved episodes in the list

Saved Views

If you frequently use the same combination of filters, you can save them as a view:

  1. Set up your desired filters
  2. Click the Save View button in the sidebar
  3. Give the view a name
  4. The view now appears in the sidebar for one-click access

You can rename or delete saved views at any time. Selecting a saved view instantly applies all its filters.

Tip: Create a saved view for your most common workflow, such as "My urgent episodes" filtered to Priority: Urgent and Assigned To: Me.

Bulk Actions

When you need to manage several episodes at once, use the bulk action bar:

  1. Select multiple episodes using the checkboxes on the left of the episode list
  2. The bulk action bar appears at the top with available actions
  3. Apply actions such as assigning, changing priority, or closing to all selected episodes at once

Message Timeline

The conversation view includes several features to help you follow the thread:

  • Date separators divide messages by day so you can quickly find when something happened
  • Delivery indicators show whether messages have been sent and delivered
  • Clickable appointment titles let you jump straight to the appointment from an event in the timeline