Understanding the Filters on the Chat Inbox

The Chat 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

• Chat with: Choose to display chats with patients, your team, or both.
• 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.
• Followers: Filter by followers to view chats being tracked by specific clinicians or staff.
• Tags: Use tags to group conversations by custom labels.
• Patient: Narrow your view to conversations linked to specific patients.
• Membership: Show chats tied to patients who belong to specific membership plans.
• Show only: Refine further with checkboxes for:
  • Unread – Show only chats with unread messages.
  • Starred – Display chats you’ve marked as important.
  • Urgent – Show chats marked as urgent.
  • Unanswered – Focus on chats awaiting a reply.
• Show resolved chats: Toggle this on to include resolved chats in your results.

The same filter options are accessible from the home screen.

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.