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Documentation Index

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The Secure Messaging inbox page lists all PHI-compliant conversations for the current organization and is accessible at the route /pm/messaging.

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Overview

The Secure Messaging inbox displays conversations from the pf_conversations table filtered to rows where patient_id is not null or is_clinical is true. The list is ordered by last_message_at descending and shows conversation name, category badge, PHI indicator, message preview, and last message date. Users can search conversations by name or preview text using a live filter, and filter by category (Clinical, Administrative, Urgent, Routine) using a dropdown. Clicking a conversation row navigates to /pm/messaging/:conversationId (the MessagingThreadPage). A New Message button is shown to users with the pm.messages.send permission. Conversations flagged as is_clinical display a PHI badge alongside the category badge.

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Who it’s for

Requires permission: pm.messages.view The New Message button additionally requires pm.messages.send.

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Before you start

  • You must hold pm.messages.view to access this page.
  • Conversations are scoped to the current organization; no cross-tenant data is returned.

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Steps

1

Navigate to Secure Messaging

Go to /pm/messaging. The inbox loads all conversations for your organization where a patient is linked or the conversation is marked clinical.
2

Search conversations

Type in the search field to filter by conversation name or last message preview. The filter applies client-side to the loaded results.
3

Filter by category

Use the category dropdown to limit the list to Clinical, Administrative, Urgent, or Routine conversations. Selecting “All Categories” clears the filter.
4

Open a conversation

Click any conversation card to navigate to /pm/messaging/:conversationId and view the full thread.
5

Start a new message

Click New Message (requires pm.messages.send) to navigate to /pm/messaging/new and compose a new conversation.

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Key concepts

The category field on a conversation can be clinical, administrative, urgent, or routine. Each maps to a distinct badge style: clinical (default/blue), urgent (destructive/red), administrative (secondary), routine (outline).
  • Empty inbox: “No messages yet — Start a new conversation with a patient or care team member.”
  • Load error: “Failed to load conversations. Please try again.” shown in a card.
-flagged conversations are indicated by both the category badge and a secondary PHI shield badge. All messaging data is scoped to the current organization via organization_id.

Practice Management

Overview of the Practice Management core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/pm.tsx
  • src/cores/pm/pages/MessagingInboxPage.tsx
  • src/cores/pm/hooks/messaging/usePmConversations.ts
  • src/platform/permissions/constants.ts