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

Video Overview

Actionable Messages

Your Blue_Messages.svg Messages page is organized by an Actionable or All tab.

The following messages can be found in the Actionable tab:

  • Drafts will appear at the top of the 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 not deliverable

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. You can find the checkmark in the mobile app by swiping left on the message.

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 More icon in the upper right 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. If you choose to edit, you can change the name or assign a person to the tag to be notified that the message needs to be addressed.

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 More icon next to the message thread in the desktop app. Swipe left in the mobile app to find the icon
  2. Click Tag Message(Desktop) or Apply Tag (Mobile)
  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. Select the tags you would like to include in the filter by clicking the boxes
  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 More 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 or click the Select All icon at the top of the page above the individual message selectors
  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 More icon in the upper right corner of your Messages app
  2. Select Settings.svg Message Settings 
  3. Toggle on Mark Confirmations as Read TOGGLEGIF.gif 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

Export a Conversation

When you need to download a record of a conversation in messages, you can save or print a message thread.

  1. Open the conversation you want to export
  2. Select the More.svg More icon in the upper right corner of the conversation
  3. Click export-black.svg Export Conversation Thread
  4. Select the inbound and outbound conversations by checking the box next to each, or by clicking Select All at the top of the conversation (you can also deselect all)
  5. Click Export Conversation
  6. Follow the system prompts to print or save to PDF
  7. Click Back To Conversation to return back to the messages

Was this article helpful?