Filtering Conversations

Please below for steps on how to filter a conversation with our new product update!

Once in your clinic's conversation tab, you will find a new filter button at the top right next to the search button.

Once that filter button is selected, you can filter out conversations by the following:

• Conversation Status
• Conversation Assignees
• Conversation Tags
• Appointment Providers
• Appointment Types
• Appointment Rooms

From there, you can filter out based on what you would like to view. 

• Under "Conversation Status" you can filter by conversations that are "Active", "Closed", and "Archived"
• Under "Conversation Assignees", you can filter by which employee is assigned to a particular conversation.
• Under "Conversation Tags", you can filter by which tags were used in a particular conversation.
• Under "Appointment Providers", you can filter by which provider is assigned to a conversation.
• Under "Appointment Type", you can filter by appointment type; wellness, surgery, sick, ect.
• Under "Appointment Room", you can filter by what room is assigned to a conversation. 

Once you have selected the filters you wanted, hit the apply button and those conversations will appear.