Manage Your Messages Inbox

Manage your Messages Inbox with your Actionable tab, Message Tags, bulk actions, and more.

Video overview

Actionable Messages

Your Messages App will be organized by an Actionable or All tab.

The following messages can be found in the Actionable tab:

  • Drafts will appear at the top of list in italics

  • A blue dot Screen_Shot_2021-06-30_at_10.59.32_AM.png  indicates a new unread message

  • yellow dot Screen_Shot_2021-06-30_at_10.57.38_AM.png indicates a message has been opened by your office, but has not yet been responded to
  • A red dot Screen_Shot_2021-06-30_at_11.00.30_AM.png indicates a message that was undeliverable

Messages can be removed from and returned to the Actionable tab.

Remove from the Actionable tab Return to the Actionable tab
To remove a thread from the Actionable tab, click on the check mark next to the message thread. This will move the thread to the All tab.
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Tagging Messages

Tagging allows you to assign a message thread to a department or team member.

Create a Message Tag

  1. Select the More.svg Ellipses icon in the upper right hand corner of your Messages app
  2. Select Settings.svg Message Settings 
  3. Select Tags
  4. Click Add New Tag
  5. Type in a Tag Name
  6. Assign desired team member(s) to that tag
  7. Click Save

Hover over an existing Tag to Edit.svg Edit or Trash.svg Delete

Tag a Message

Once tags are created, you can apply a tag to your message threads:

Add a Tag Change a Tag Remove a Tag

To add a tag,

  1. Click on the blue More.svg ellipses icon next to the message thread
  2. Click Tag Message 
  3. Select the tag you want to apply

If you have multiple departments in your office's phone configuration, you’ll see the department along with any tags underneath the customer name or number in Messages.

Filter Your Messages Inbox

Once tags are created and applied, you can filter your messages with your tag(s). 

To filter your inbox,

  1. Click on the Filter-Alt__1_.svg Filter icon in your Messages app
  2. Check.svg Select the tags you would like to include in the filter
  3. Click Apply 

If you have multiple departments in your phone configuration, you’ll be able to filter messages by your main line and department by using the Carrot_Down.svg dropdown at the top of the messages page and in individual customer messages.

When filtering by one department in a specific chat, you can see the individual message thread. If you choose to respond, it will be from the correct number of the department chat you have open.

If you filter by all departments in a chat with a customer, you see recent messages sent and received separated by the name of the department. You cannot respond from here.

Bulk Actions

Your Messages inbox includes the ability to Tag, Mark as Read, Mark as Unread, or Archive multiple messages.

  1. Click on the More.svg Ellipses icon in the upper right corner of your Messages app
  2. Select the Select_All.svg Actions 
  3. Select the messages you want to apply the bulk actions
  4. Select to Tag, Message_Unread.svg Mark Unread, Message_Read.svg Read, or to Archive.svg Archive the messages

Note: Archived messages threads are removed from your messages inbox, but are not deleted. To see archived messages, send or receive a text from the number that contains archived messages. You can also search the patient's name or number within Messages and open the message thread to see archived messages.

Delete a Message 

Get rid of individual messages in shared or personal threads in the desktop app. 

  1. Open the conversation you would like to delete a message from 
  2. Hover over the message
  3. Click the Trash.svg Delete icon that appears next to the message 
  4. Select Delete

Note: The deleted message will be replaced with a notification of the day it was deleted and your name. Anyone on the account can see this on shared messages. 

Show or Remove Automated Messages

Weave Plus/Integrated offices can now choose to show or remove automated messages from the All tab.

Note: This feature is dependent on your practice management software.

  1. Select the More.svg ellipses icon in the upper right corner of your Messages app
  2. Select Settings.svg Message Settings 
  3. Toggle on Mark as Read TOGGLEGIF.gif if you want to remove confirmed patient responses from the Actionable Tab.

Tip: You can also right click on a message to mark a message unread, archive or tag a message

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