For the complete documentation index, see llms.txt. This page is also available as Markdown.
Deleting Records
Users can delete individual messages and entire communications from the Inbox.
What Can Be Deleted
The following record types support deletion from the Inbox:
SMS messages
Email messages (inbound and outbound)
Chat messages
Call records
Both recognized communications (linked to a patient or contact) and unrecognized communications (not yet linked to any patient) can be deleted.
How to Delete a Record
To delete a message or communication, hover over the item in the Inbox to reveal the action menu, then select Delete. The record is immediately removed from the view.
After clicking Delete, a short confirmation window appears — users have 15 seconds to undo the deletion before it is finalized. Once the window closes, the record is replaced by a placeholder that shows the timestamp and the name of the user who performed the deletion.
The placeholder remains visible in the conversation thread so that the history of the communication is preserved for context, even though the content itself is no longer accessible.
Audit Logging
All delete actions are recorded in the audit log, including the timestamp and the user who performed the deletion. This ensures a complete and auditable record of activity in the Inbox.
Permissions
Deletion access is controlled through Security Policies in Designer. Users must have the appropriate permission to delete messages and communications.
