The Inbox in TrackStat is a central hub for managing reminders, messages, and other communication-related items. This article provides an overview of the Inbox functionality, troubleshooting tips, and information about permissions and access control.
Overview of the Inbox
The Inbox in TrackStat is designed to help users efficiently manage their communication and reminders. It is accessible to all users and serves as a key tool for staying organized within the app.
Troubleshooting Common Issues
If you encounter issues with the Inbox, such as not seeing expected reminder-related items or thinking messages are not sending, consider the following troubleshooting steps:
Missing Messages in Your Inbox
If you feel like TrackStat is not working or that your messages are not sending out, they are likely just hidden. This usually happens when a filter is accidentally left active in your Inbox.
How to Reset Your Inbox Filters:
Navigate to your Inbox
Locate the filter settings
Change your filter to "All Messages"
What does "All Messages" show?
Once set to "All Messages" your Inbox will display everything, including:
Manually sent and received messages
Appointment reminders
Automated campaign messages
System-generated communications
Check and Clear Filters
Ensure that no active filters are hiding messages or reminders. Filters can sometimes inadvertently block certain items from appearing in the Inbox. Resetting your view to "All Messages" will ensure that all items are visible.
Permissions and Access Control
Access to the Inbox in TrackStat is governed by user roles and permissions. However, it is important to note the following:
Inbox Visibility: Users cannot be blocked from seeing the Inbox. Unlike other features such as reports, campaigns, financials, and user management, which are controlled by role-based permissions, the Inbox is universally accessible to all users.
FAQs About the Inbox
Can I restrict access to the Inbox for certain users?
No, the Inbox is visible to all users, and its access cannot be restricted through permissions.
What should I do if I can’t find a specific message or reminder?
Check your filter settings and reset your view to "All Messages" to ensure nothing is hidden.
A patient had conversation history in TrackStat. The patient record was deleted in our EHR. Will the conversation history still be visible in TrackStat?
No, there must be a corresponding patient record in your EHR to link with the conversation history.
By following these guidelines, you can effectively manage and troubleshoot the Inbox in TrackStat.