How to reply to patient requests?
The Inbox allows you to quickly reply to patient requests from a single location.
Reply to contact requests
From the Reply action, you can contact the patient via
● e-mail;
● WhatsApp.
The platform will automatically open the selected channel using the patient’s details.
Reply by e-mail
When you select the e-mail option,
● your default e-mail client will open;
● the patient will automatically appear as the recipient.
Reply via WhatsApp
When you select WhatsApp,
● a chat with the patient will open automatically.
What happens when you reply to a request
When you start a reply via e-mail or WhatsApp,
● the request automatically changes to Managed status;
● it will disappear from the Pending view.
The update happens automatically in real time.
Mark a request as managed
Requests of the following kinds:
● Contact
● Suggestion
can be manually marked as Managed directly from the inbox.
On desktop
The button will display the text:
● Mark as managed
When performing this action,
● a confirmation message will be displayed;
● the item will disappear from the corresponding view.