The Smart Inbox serves as the primary workspace for users. It offers a centralized view of all Patient Channels across every Practice a user has access to. This Enterprise-centric design streamlines the process of accessing patient communications, providing a comprehensive overview of all interactions between AHFE and the patient.  

Inbox Views

The Inbox offers two views, the "All Messages" and "Scheduled" views, to help you manage patient communications effectively. 

Additionally, you can create custom, saved views by applying specific filters. These personalized views will appear under the “My Views” section within your Inbox, providing quick access to the patient information most relevant to your needs. 

All Messages

The "All Messages" view displays all of the Patient Channels that a user has access to across AHFE. Patient Channels are sorted by the time of the most recent activity in a Patient's Channel. Users can sort these Patient Channels by “newest” or “oldest" and by Patient Channel status, “open” or “closed.” 

To access the "All Messages" view: 

1. Select Inbox from the navigation nar.

2. By default, You will land on the "All Messages" view within the Inbox.

NOTE: The "All Messages" view displays Patient Channels, not patients. A patient will only appear in this view if they have a conversation history within AHFE. Patients with no previous conversation history can be located using the Patient Search tool in the Patients Area. From there, a new conversation can be started by opening a new Patient Channel.

Click here to learn more about the "All Messages" view.

Scheduled

The "Scheduled" view provides a chronological list of appointments for a selected date. To access the "Scheduled" view:

1. Select Inbox from the navigation bar. 

2. Choose Scheduled. By default, you are then routed to a view of today's appointments.

To access appointments for a different day, select a date by clicking the calendar icon located in the Appointment Date field or navigate through individual dates by clicking on the back or forward arrows.

NOTE: The "Scheduled" view displays appointments, not patients or Patient Channels. This means that every patient scheduled with an appointment on the selected date, within the Practices the AHFE user has access to, will appear regardless of whether they have an existing conversation history. Additionally, if a patient has multiple appointments on the same day, they will be listed multiple times within this view. 

Click here to learn more about the "Scheduled" view.

Saved Views

Saved views offer a powerful way to quickly access your filtered lists of Patient Channels or appointments. Instead of reapplying the same filters repeatedly in the “All Messages” or “Scheduled” views, you can create and save a customized view, then reload it with a single click whenever needed. Your saved views are unique to you, so you can tailor them to your specific workflows without worrying about them appearing in your colleagues’ views. Click here to learn more about saved views.