FeaturesInbox

One request. A clear next step.

Keep the queue beside the task. Read the request, open the step you need, use its actions and leave the next person a clear update in the same workspace.

Work inside the itemClick a step to open its actions

Quick noteA short internal update, saved to this request

Your unread tasksThe red Inbox badge disappears at zero

Screenshots are the synthetic demo. No real patients.

Refreshed ChartVoyant Inbox with narrow category tabs, plain Viewing as dropdown, patient search, filters and the red unread-task count on the Inbox navigation tab. — Your queue stays in view. Search patient, MRN, subject or sender; narrow by status, priority or overdue work. The top Inbox badge counts your unread active tasks. From the synthetic demo — no real patients.

The selected CBC follow-up with its request details, empty Quick note composer and case-specific Next steps summary, beside the inbox queue. — Add an internal update without leaving the request. Quick note records a reminder or handoff; it does not complete the clinical work. From the synthetic demo — no real patients.

An existing CBC order follow-up open beside its queue, with the second step expanded to show Flag a clinician and Write a chart note actions. — Click a step title to open its controls. This existing-order follow-up offers Flag a clinician and Write a chart note within the review step. From the synthetic demo — no real patients.

How it runs

01Find the requestA patient search and clear queues keep the day's work together.
02Open a stepClick its title, then use the actions inside the item.
03Leave a clear outcomeSave a Quick note, hand off unfinished work, or close the loop when it is done.

The request and the work, together

Appointment requests, patient cases, order follow-ups and results all need a next step. The refreshed Inbox keeps narrow category tabs on the left, the queue beside the selected item, and the patient and request details in its workspace. You can open the chart when you need the source record and return to the same task.

Viewing as uses a staff-name dropdown for covering a colleague's queue. The red badge on the top Inbox tab counts your own unread active tasks, independent of searches or category filters. Opening a task clears its notification and remembers that you read it. The task stays in your queue until resolved. The badge disappears when every task has been read; covering a colleague does not clear their notifications.

Click the step you need

Next steps uses the request and saved outcomes to guide the work. An appointment request calls for finding a visit and telling the patient. An existing-order follow-up calls for checking the order's current timeline and original report. Click a step title to open its actions immediately; the first unfinished step is open to begin with. There is no separate Start working button.

Actions such as booking a slot, recording a contact or flagging a clinician are available from the item when the workflow supports them. Clicking a title does not complete the step. A successfully saved action records its outcome and changes a new, acknowledged or reopened item to In progress. Read that outcome before moving on.

A quick note without losing your place

Type a short reminder or handoff into Quick note, then choose Add note or press Ctrl / ⌘ + Enter. It is an internal update on this request. It does not message the patient, complete a step or resolve the item. Keep the task open while its required work is still pending; completed work can be resolved, and an item that needs no action can be closed with a recorded reason.

What AI suggests, and what a person confirms

AI suggested plan is a draft based on the request and saved work. Workflow guide means standard guidance is being shown. You can refresh the plan as the case changes. Neither label proves a report was reviewed, a patient was reached or a clinical decision was made. Check the source records and the actual saved outcome.

Non-Device CDS

AI guidance stays reviewable and draft-only. A clinician still reviews the original clinical evidence and confirms decisions. A note or a handoff is a record of that action, not proof that the underlying clinical task is complete.

Work one request through

Open the demo Inbox and click a step to see its actions in the item.

Try the live demo Academy inbox lesson

Keep reading

Orders and resultsCheck the original order and its follow-through timeline. Fax inbox and referral intakeThe separate workspace for matching and filing inbound documents. Inbox updatesThe latest queue, direct steps, Quick note and unread-task badge.