How do I handle a message?
Messages helps staff review and handle follow-up items. A handled message is not proof that a patient received a text.
Maintained by Louneh · Reviewed 2026-09-16
Before you start
Authorized practice staff. Availability depends on your plan and completed setup. Review subscription access.
Step by step
- Open Messages and review unhandled items.
- Open the relevant message and assess the requested follow-up.
- Complete the staff follow-up using your practice process.
- Mark the item handled only after the work is complete.
What you should see
Handled status reflects completed staff work.
If something goes wrong
Messaging availability and delivery depend on the configured sender and required consent. Contact support for delivery problems without including patient details.
Create your account or read the setup guide.
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