Understanding the Filters on the Chat Inbox

The Messaging screen includes advanced filters to help you quickly focus on the conversations most relevant to you. By combining different filter types, you can organize your view and reduce noise in your inbox.

Available Filters

• Chats with: Choose Patients or Team. Leave it empty to see both. When Team is selected, filters that only apply to patient chats (such as Assignee, Chat type, Patient, and Membership) are unavailable.
• Chat type: Filter conversations by type. These are defined by your practice and can include options such as:
  • General
  • Health Questions & Symptoms

  • Prescription Refills

    Chat types are managed under Practice Settings > Communication > Chat Types. Learn more here.

• Assignee: Select one or more team members to see chats assigned to them.
• Follower: Filter by followers to view chats being tracked by specific clinicians or staff.
• Patient: Narrow your view to conversations linked to specific patients.
• Membership: Show chats tied to patients who belong to specific membership plans.
• From and To: Show chats whose most recent message falls within a date range. The dates reset when you leave the Chat screen.
• Show only: Refine further with checkboxes for:
  • Unread – Show chats with messages you haven't read where you're the assignee, a follower, or were mentioned.
  • Starred – Display chats you’ve marked as important.
  • Urgent – Show chats marked as urgent.
  • Unanswered – Focus on chats awaiting a reply.
  • Following – Show chats you follow.
  • Mentions – Show chats where a team member mentioned you in an internal note.
• Show resolved chats: Toggle this on to include resolved chats in your results.
• Show scheduled chats: On by default. Turn it off to hide chats with a pending scheduled message, unless the patient has written since it was scheduled.
• Show snoozed chats: Toggle this on to include snoozed chats in your results. A snoozed chat where you have an unread mention appears even with this toggle off.

The same filters are available on the Messaging card on the Home screen.

In a patient's chart, the chat list filter also offers Only mentions.

Saved Filter Preferences

Filters you apply remain saved—even if you leave the Chat screen.

For example, you might filter to see only unanswered chats related to prescription refills for your patients, and that view will be preserved when you return later.

Why This Matters

Persistent filters let you customize your Chat view to match your workflow. Whether you want to focus only on urgent patient conversations, manage chats by membership plan, or organize communication by type, filters make it easier to stay on top of your messages.