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Assigning Team to an Inbox

Assigning team members to inboxes ensures the right people see and respond to the right messages — reducing response times and preventing communications from falling through the cracks.

How to Assign Team Members to an Inbox​

  1. Go to Settings > Inboxes.
  2. Select the inbox you want to configure.
  3. Click Team Members or Agents.
  4. Search for and select the team members you want to assign.
  5. Click Save.

Tips​

  • Assign team members based on their role — billing staff to billing inboxes, clinical staff to clinical inboxes.
  • Review inbox assignments when team members change roles or leave the practice to ensure no inbox is left unmonitored.