Communications

Centralize patient messages, callbacks, refill requests, and workflow context in one place.

Tuesday, September 29, 2026

Unread messages127 patient • 5 internal

Patient replies today18SMS and portal

Pending callbacks63 due within 1 hour

Refill requests4Awaiting clinical review

Document requests3Records / forms

Auto reminders sent41Today

Inbox

Communication channels

Emma Lewis2:18 PM

Insurance card uploaded

I just uploaded the front and back of my card. Please let me know if anything else is needed.

Kevin Ross1:42 PM

Medication refill request

Patient is requesting a refill for current medication.

Ava Mitchell12:55 PM

Follow-up scheduling question

Patient is asking whether morning appointments are available in December.

Front Desk11:40 AM

Referral callback needed

Cardiology office requested confirmation of referral documents.

Patient Message • PT-10482

Emma Lewis — Insurance Card

Secure patient communication • Assigned to Front Desk

Riverside Family Medicine

Hi Emma, we are preparing for your 2:00 PM appointment. Please upload a photo of the front and back of your current insurance card before arrival if possible.

Today • 12:48 PM

Emma Lewis

I just uploaded the front and back of my card. Please let me know if anything else is needed.

Today • 2:18 PM

Workflow update: New insurance document received. Intake readiness can now be re-verified.

Patient Context

Relevant information without leaving the conversation

Today’s Appointment2:00 PM • Annual physical • Dr. Sarah Wilson

Intake ReadinessPreviously 80% • Insurance card was missing

InsuranceAetna PPO • Eligibility active

Preferred ContactSMS

Open Patient 360 Open Intake

Suggested Actions

Next steps based on this message

Verify uploaded insurance card

Front Desk • Due before check-in

Update intake readiness

Mark patient ready when verification is complete