See every conversation in one place
The unified view shows your full conversation history with a patient, including:
Text messages sent to and from your practice's phone numbers
Patient Portal messages
AI Widget messages
Instagram and Facebook messages (if linked)
Inbound and outbound calls (if your practice uses Prospyr VoIP)
View messages from one phone number
If a patient has texted more than one of your practice's numbers, you'll see a separate conversation for each number. To see only the messages sent back and forth through one number, click that phone number. You can switch between numbers to view each conversation.
Choose how to reply
You can reply to a patient in several ways from the unified view:
Send a message through the secure Patient Portal
Create an internal note
Start a call
Use the quick buttons or drop down menu to switch between reply types.
Note: The reply type is set automatically to match the patient's most recent inbound message. You can change it before you reply.
Choose which number to send from
If your practice has more than one phone number, you'll see a Sending from option. This applies whether you have multiple locations or one location with multiple numbers.
Sending from automatically selects the number the patient last texted. To reply from a different number, choose it from the Sending from option before you send.
