Inquiries list & status tabs

All / Open / Resolved tabs for every inquiry your agency has received.

4 stepsUpdated for AveeCare

Patient Inquiries is the inbox of messages and questions your patients submit from the patient portal. Every inquiry shows up here with the patient name, the subject, and a timestamp. From this list you can triage, reply, resolve, or convert into a referral.

Quick answer

Click Inquiries in the left sidebar. The page opens with three tabs at the top of the list: All, Open, and Resolved, each with a live count. Click a row to open the message thread in the right pane.

Open Inquiries

1. Open Inquiries from the sidebar

  1. Click Inquiries in the left navigation.

    The page loads with a Patient Inquiries panel on the left and a Select an inquiry placeholder on the right. The total inquiry count shows next to the panel title.
    Patient Inquiries page with All, Open, and Resolved tabs called out at the top of the list

2. Switch tabs to filter by status

  1. Click All, Open, or Resolved to change which inquiries are shown.

    The tabs are right below the search box. Each tab has a count in parentheses, for example All (9), Open (7), and Resolved (2). The counts are live, so resolving an inquiry moves it from Open to Resolved right away. Rows on the All tab that have been resolved show a small Resolved chip next to the date.
    Open tab selected, showing only unresolved inquiries with the Open tab boxed in red

3. Search the list to narrow it down

  1. Type in the Search inquiries box at the top of the panel.

    The search matches against the subject line and the patient name. As you type, the list filters down to matching rows in real time. Combine search with the All, Open, or Resolved tab you have selected to scope the results further.
    Search inquiries box filled with hate, list narrowed to the I hate Barb inquiry

4. Click a row to open the thread

  1. Click any row in the list to open that inquiry in the right pane.

    The right pane fills in with the full message thread, a status chip (Open or Resolved), a Convert to Referral button, a Mark as Resolved button, and a reply composer at the bottom. The row you clicked stays highlighted in the list so you can see which inquiry is open. See Inquiry thread reply for the full message-thread workflow.
    Selected inquiry row highlighted in the sidebar with its message thread loaded in the right pane

Common pitfalls

  • Looking for a resolved inquiry on Open. The Open tab hides anything that has been resolved. Switch to All or Resolved if you remember the inquiry exists but cannot find it.
  • Search not finding a name you expect. Search runs against the subject and the patient name on the inquiry, not the full message body. If the patient name is spelled differently in the patient record, search for the subject instead.
  • Forgetting that counts are live. The number next to each tab changes the instant you resolve or reopen an inquiry from the right pane. Refreshing the page is not needed.
  • Missing overnight inquiries. The home dashboard has an Overnight inquiries panel that surfaces anything submitted while your team was off. Start there in the morning, then come back to /inquiries for the full list.

Frequently asked questions

Written by
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.