This feature enables seamless internal communication inside TherapyNotes, sharing the same inbox as Client Messaging!
Inbox Overview
To navigate to your inbox, click Messages in the left side menu.
When viewing the inbox, searching allows you to narrow down the messages shown if you are looking for a specific message.
(1) Along the left-side panel, you can find your Internal Message counts. If your practice also has patient messaging enabled, you can toggle between the two inboxes here. Deleted messages can be accessed here as well by the Practice Administrator.
(2) These filters allow users to filter by message state including Unread Only, Unread and Read, and All Including Archived.
(3) The top search bar allows users to search for a specific staff or staff group by typing the name in the field and selecting them in the drop-down. This filters the entire inbox to only those applicable messages.
Staff Groups
- Staff groups are automatically created if there are two or more of each user type (Example: 2 billers or 2 clinicians)
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Groups include All Staff, All Clinicians, All Billers, All Schedulers, as well as a Clinicians list if you have multiple locations where clinicians work at Clinicians - <Location Name>.
Quick Tip: To expand the group name - click the carat to your groups and see who is in them while sending a message. Expanding the group is currently a one-time action, and users cannot collapse the group.
Create a New Message
- Click the + New Conversation button on the top right to create a new message.
- Like client messaging, you can type an individual’s name you’d like to message or select a staff group.
- Create a subject line for the message.
- Type the message in the message body.
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When you’re ready to send your message, click Send Message.
Responding to Messages
When a user receives a new message, the icon in header will display the number of new messages next to it. Clicking on the icon will bring the user back to their inbox to view the new message. New conversations will have a dot indicator to the left of them and new messages.
Editing a Conversation Header
Click on the conversation for which you would like to edit the header.
In the upper right-hand corner, click Edit.
You can now edit the conversation header. When you are satisfied with the edit, click Save Changes.
A message will be displayed below the conversation header to let users know that the message header has changed.
Archiving and Deleting Conversations
If you would like to archive or delete a conversation, click inside the conversation you’d like to take action on.
You'll see two options on the lower right-hand side: Archive or Delete.
When selecting Delete, you’ll receive a secondary confirmation that you want to delete the message.
If you select Archive, you will receive a secondary confirmation that you’d like to archive the messages.
Setting Up Email Notifications
TherapyNotes users are able to receive an email notification when they receive a new message. To manage notifications:
- Click Staff > Staff Name > Notifications tab.
- Check the boxes for the notification type.
- Click Save Changes.