Inbox & campaigns
Reply to patient conversations, build consent-aware email or WhatsApp campaigns, and track delivery from one clinic communications inbox.
Use /practice/comms to answer patient messages in the Inbox and send consent-aware email or WhatsApp campaigns.
Reply from the Inbox
- Search by patient name or filter by channel or unread status.
- Open a conversation to read the timeline.
- Check the patient match and assignee; unmatched inbound messages go to triage.
- Choose Email or WhatsApp, write the reply, and select Send.
The inbox updates live, shows unread counts, and keeps inbound and outbound messages in the conversation timeline. WhatsApp free-text replies are limited to the provider's 24-hour reply window; use an approved template outside it.
Send a campaign
- Open Campaigns → New campaign.
- Enter a name, choose Email or WhatsApp, and write the message. Email also needs a subject.
- Choose All patients, Lapsed — no visit in N days, or Recent — visited in last N days.
- Select Preview to see eligible, total, no-consent, and no-contact counts.
- Select Save draft, then Launch. Launch builds the recipient list and suppresses patients without channel consent.
- Select Send now to process the batch. Sent, failed, pending, and suppressed counts remain on the campaign.