TrackStat

Messaging someone who is not in my EMR/EHR database

Can I send a text or email to a person who is not a patient?

I only want to see only open text and email messages.  How do I use filters in the Inbox?

How do I archive or hide old messages in the Inbox?

Mark an Inbox message unread again using the Actions box, the icon inside the message, or a swipe in the mobile app

How do I mark messages as unread?

A patient text or image vanished from the Inbox because conversations are merging — most finish within an hour, plus where to look

Why a Patient Text Message Disappeared from the Inbox (and How to Find It)

Attach photos with the paperclip icon and use full youtube.com/watch links so texts show a thumbnail preview, plus why previews fail

How do I attach an image or YouTube video preview to a text message?

Close a conversation with the lock icon to clear your inbox, and see how it reopens automatically when a patient replies

What is the difference between open and closed messages in the Inbox?

IN5X How to Manage and Troubleshoot the Inbox in TrackStat

Stop spam or unwanted texts by ticking Block Contact under Edit Contact Info on the patient card, or reply STOP to a business

How to Block a Number

I cannot see the text or email option in the dropdown

Where can I find my previous chats with TrackStat Support team?

How to Access and Review Your Previous Chat Messages in TrackStat

No built-in way to save or download Inbox texts and emails; use a screenshot tool such as Windows Snip (Win + Shift + S) to print

How do I print or download a message from the Inbox?

The list previews the last message in the thread. A reminder sent after a patient texts can hide the row if Exclude Campaign Messages is on. Switch to Unread, then…

IN2 Why a patient text looks missing in the Inbox

The Inbox is one conversation per person, not a pile of single texts. Use Unread to catch inbound messages, Open and Closed to track work that still needs a person,…

IN1 How the Inbox works: filters, Open, Closed, and Unread

IN3 Why there are two conversations for the same person

Inbox attachments open only when the file type is supported by SMS/MMS. Supported: JPG/JPEG, PNG, GIF, PDF, CSV. Other types (including iPhone HEIC) may not preview or open. Collect IDs…

Why can't I open an Inbox attachment?

Inbox

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Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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