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.
What Does “Mark as Handled” Do?
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.
How to Mark a Conversation as Handled
Follow these steps:
Go to the Conversations tab on the left navigation bar
Open a conversation by clicking on it
Click Mark as Handled
That’s it! The conversation is now marked as handled, so you’ll know it no longer needs your attention.
When Should I Use This?
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.