Keyboard Shortcuts and Quick Actions

Last updated: 16 April 2026

Keyboard Shortcuts and Quick Actions

The Inbox supports keyboard shortcuts and quick actions to help you work through episodes faster.

Keyboard Shortcuts

Shortcut Action
E Close the selected episode with a note (opens the close dialog)
Shift+E Close the selected episode instantly and advance to the next one

Keyboard shortcuts are active when an episode is selected and you are not typing in a text field.

Quick Actions from the Episode Header

The episode detail header provides inline controls for common actions:

  • Change next action - click the Next Action dropdown to switch between Practice, Patient, and No action needed
  • Reassign - click the Assigned To dropdown to assign to a different user or team
  • Change priority - click the Priority dropdown to adjust urgency

All changes are saved immediately.

Overflow Menu

Click the three-dot menu in the top-right of the episode detail to access:

  • View Patient - navigate to the patient's full record
  • Copy Ticket ID - copy the episode's ticket ID to your clipboard for reference
  • Set as Urgent - quickly escalate the episode to urgent priority
  • Reopen episode - available for closed episodes

Closing Tips

When closing episodes in bulk:

  1. Select an episode
  2. Press Shift+E to close it instantly - the Inbox automatically advances to the next episode
  3. Repeat to work through your queue quickly

If you need to record a reason, press E instead to open the close dialog where you can add a note before confirming.

Tip: The close button in the episode header also shows the keyboard shortcut as a reminder: E to close with note, Shift+E to close instantly.