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Creating an Inbox

Inboxes in WithinEHR let you organize communications by purpose, team, or channel — keeping client messages, internal team communications, and appointment-related threads separate and easy to manage.

How to Create an Inbox​

  1. Go to Settings on the navigation pane.
  2. Select Inboxes.
  3. Click Create Inbox.
  4. Name the inbox (e.g., "General Inquiries," "Billing Questions," "Telehealth Support").
  5. Choose the inbox type — email, messaging, or other.
  6. Assign team members who should have access to this inbox.
  7. Click Save.

Tips​

  • Create separate inboxes for different functions (clinical, billing, admin) to keep communications organized and ensure the right team member responds.
  • Assign at least two team members to each inbox to ensure coverage when someone is out of office.