How to Customize Inbox Buttons

What are Inbox buttons?

Inbox buttons are the action buttons that show on each item in your Inbox, such as Send Item, Fax Back, Archive, and Comment.

Admins can choose:

Buttons that aren't set to always show are still available under the More dropdown on each item.

Inbox buttons are set in Admin, so you need Admin access.

Check the box next to a button to make it always visible on Inbox items.
Uncheck the box to move the button into the More dropdown.

Note: Send Item is always visible and can't be unchecked.

Drag and drop a button using the three lines (☰) on the right side of its row. Buttons show in the Inbox in the same order as this list.

If a button isn't showing on an Inbox item, it's probably unchecked on the Inbox Buttons page. Click More on the item to find it.

To make it always visible, ask your admin to check it under Inbox > Admin > Inbox Buttons.

Button	What it does
Send Item	Send the item to a patient, contact, fax number, or your EHR. Always visible.
Reply	Reply to the sender of the item.
Fax Back	Fax selected pages back to the number the fax came from.
Resend Fax	Send a fax again.
Resend Secure Link	Send a secure message link again.
Archive	Move the item out of your Inbox into the archive.
Comment	Add a comment to the item.
Delete	Delete the item.
Download PDF	Download the item as a PDF.
Mark as Spam	Move the item to spam.
Not Spam	Move an item out of spam.
Mark Read	Mark the item as read.
Mark Unread	Mark the item as unread.
Print	Print the item.
Ownership	Take or request ownership of the item.
Route Item	Send the item to another user or queue.
View Audit Trail	See the history of actions taken on the item.