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Getting Started with Inbox

The WithinEHR inbox is a unified communication hub that brings all client communications into one secure, organized place. Whether you are sending messages, responding to appointment requests, or coordinating with your team, the inbox keeps every interaction linked to the right client record.

What You Can Do in the Inbox​

  • Send and receive secure messages with clients
  • Reply to and forward communications within your team
  • Link messages directly to client records
  • Assign conversations to specific team members
  • Sync your external email account for a single communication view

Getting Started​

Access Your Inbox​

Click Messaging on the navigation pane to open your inbox.

Send a Message​

  1. Click the Message tab.
  2. Use the search bar to find the client or staff member you want to message.
  3. Click their name to open the conversation.
  4. Type your message and click Send.

From any inbox conversation, use the client link option to associate the message thread with the correct patient record, keeping all communications in context.

Next Steps​