Handling Conversations

The Mark as Handled feature helps you keep your Conversations inbox organized by allowing you to indicate when a conversation no longer needs your attention.

Once a conversation is marked as handled, you can easily tell that it’s been reviewed and doesn’t require further follow-up—so nothing slips through the cracks.

• Signals that a conversation has been completed or resolved

• Helps reduce inbox clutter

• Makes it easier to focus on conversations that still need action

This is especially useful for busy teams managing a high volume of patient conversations.

Follow these steps:

1. Go to the Conversations tab on the left navigation bar

2. Open a conversation by clicking on it

3. Click Mark as Handled

That’s it! The conversation is now marked as handled, so you’ll know it no longer needs your attention.

Use Mark as Handled when:

• A patient’s request has been scheduled or resolved

• No follow-up is required

• You’ve reviewed the conversation and taken any necessary action

Keeping conversations marked correctly helps ensure your team stays organized and efficient.