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Messages - Email

Overview​

Every email we send is also logged to the Activity feed. This provides a reliable audit trail in case a recipient misses the email or it is filtered/blocked. The card shows the email summary and any contextual actions.

Email Logged to Activity

What each card shows​

  • Title: Context of the message (e.g., "Email Received Clinical Findings Updates").
  • Primary action (when applicable): Action related to the email, such as View Clinical Findings.
  • Read badge: Indicates whether the item has been viewed in the feed.
  • Timestamp badge: When the email event was logged (e.g., "1 week ago").
  • Sender: Who sent the email (e.g., Pacific Crest Healthcare).
  • Subject: Email subject line.
  • Content preview: Short summary of the message body.
  • Patient: The patient associated with the message.
  • Provider: Provider/facility referenced.
  • Document Name: If the email references a document, its name is listed.
  • Appointment Info: Date, time, and location if the message includes visit details.

Behavior​

  • Trigger: Any outbound email related to a case is automatically logged to the Activity feed.
  • Scope: Includes system-generated emails (e.g., clinical findings, claims updates) and provider communications integrated with the platform.
  • Visibility: Attorneys and case managers on the case will see the entry.
  1. Use the action button (e.g., View Clinical Findings) to open the relevant area.
  2. If client follow-up is needed, create a task or send a follow-up email/SMS from the Messages module.
  3. File critical attachments into the case documents if not already present.

Tips​

  • Search: Filter the Activity feed by Messages > Email, then search by patient, subject, or provider.
  • Audit trail: Use the feed entry as a timestamped record of what was sent and when.

Troubleshooting​

  • Recipient didn’t receive the email? Check spam/junk and verify the email address in the Contact record; resend from the Messages module.
  • Attachment missing? Confirm the document exists in the case and reattach before resending.
  • Action button not working? Refresh the page and ensure you have access to the referenced module (e.g., Clinical Findings).