📥Inbox
The Inbox feature is your centralized hub for receiving, managing, and organizing booking-related tasks submitted by patients through the appointment booking/request chat. This feature simplifies task management, allowing clinic staff to efficiently handle booking requests, update task statuses, and assign tasks to others with ease.
What’s Inside:
Dashboard and Quick Panel Learn how to navigate the Inbox dashboard and make the most of the Quick Panel for rapid task management. Quickly access essential information and update tasks without leaving the main view.
Task Details Page Get a complete overview of each task by exploring the Task Details Page. Understand how to access comprehensive task histories, view important details, and track task progress through detailed timelines.
Task Status and Progress Discover how tasks move through different statuses, such as "In Progress," "Booked," or "Unable to Book." This section also explains what happens when a task is completed and how it transitions to the "Done" section.
Send a Request (Add-On) Discover how to send booking or appointment requests directly from the Inbox. This section covers how to utilize this add-on feature, simplifying the process of initiating patient communications or follow-up actions.
Task Types Understand the different types of tasks you’ll manage, from booking requests to follow-ups. This section breaks down task categories and explains how to handle each effectively to keep your operations running smoothly.
What are the benefits of the Inbox Feature
Instant Access: View and update task details quickly without leaving the inbox.
Quick Updates: Modify task information in real-time through the Quick Panel.
Advanced Filtering: Use search and filter options to narrow down tasks and find relevant information faster.
Task Management: Efficiently assign and track tasks, keeping your team informed and on top of bookings.
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