To help keep your team's Chat inbox organized and efficient, make it a habit to close conversations once all required follow-up has been completed.
Why Close Conversations?
Closing completed chats helps keep the Open Inbox clean and focused on conversations that still require attention. This makes it easier for team members to quickly identify outstanding messages and prioritize follow-up tasks.
How to Close a Conversation
You can close a chat from either of the following locations:
- The main Chat page
- The Chat section within a patient's Unified Patient Profile chat tab
Simply select the conversation and choose the Close Chat option when the interaction has been completed.
What Happens When a Chat Is Closed?
Closing a conversation does not delete it.
When a chat is closed:
- The conversation is moved to the Closed Queue inbox.
- All message history remains accessible for future reference.
- No information is lost or removed.
Automatic Reopening of Conversations
If a patient replies to a closed conversation at any time, the chat will automatically move back into the Open Queue for follow-up.
This ensures that new activity is never missed while still allowing your team to maintain a clean and manageable inbox.
Best Practice
Encourage all team members to close conversations as soon as they are complete. Consistent use of the Closed Queue helps improve inbox visibility, reduce clutter, and ensure active conversations receive prompt attention.