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How Conversations are Filtered & What the Blue Line Means: Text Messages
How Conversations are Filtered & What the Blue Line Means: Text Messages

How Conversations are filtered in your Inbox

Caleb Pilarski avatar
Written by Caleb Pilarski
Updated over 3 months ago

When communicating with your patients, it's easy for the Conversation Page to get crowded. If that happens, it's handy to know how Aloha organizes each patient conversation so you don't get confused. Let's break down how the page gets organized.

On the CONTACTS > CONVERSATIONS page, the messages at the top are those that have not received a response from your office. 

These messages have a BLUE Line to the left of the patient name, to indicate that the message has not yet been opened by your team. If a message has been read/opened, the line will be GREY.

Once you have replied to the conversation, the Blue Line will disappear and the message will now show below all unread messages.

If the message does not require a response, you can simply ARCHIVE THE CONVERSATION to clear it from your inbox.


Filtering Conversation by User

When maneuvering through your inbox, you can also, filter by user. This will reflect any conversations that have been responded to based on the login being used in Aloha. To do so, go to the people icon to the left side of the search bar and choose the particular user you'd like to view open conversations for!


Changing the Order of Conversations

The conversations inbox can be filtered by date received/sent or by date/unanswered.

Date: This will reflect the conversations in chronological order by last received/responded to being first and older conversations populating below.

Date/ Unanswered: This will show all unopened/unanswered conversations at the top of the inbox and all other convos in chronological order below. An example would be, if a patient texted in at 4pm today but message was not opened or responded to their message will reflect towards the top of the inbox. If another patient texted in at 7pm and received a manual response, their conversation thread would appear below the unopened message.

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