--- title: "⭐ Inbox: An Overview" description: Discover how Aeon's inbox organizes tasks, messages and notifications for efficient clinic workflow, with tips on reviewing and triaging items. --- [Skip to content](https://help.aeon.health/inbox-an-overview#main-content) English Show submenu for translations [Contact us](https://help.aeon.health/kb-tickets/new?hsLang=en) [![aeon-health-logo](https://help.aeon.health/hs-fs/hubfs/aeon-health-logo.png?width=260&height=50&name=aeon-health-logo.png)](https://aeon.health) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.aeon.health/kb-tickets/new) - [Aeon's Status Page](https://status.aeon.health/) [Aeon's Status Page](https://status.aeon.health/) How can we help you? - There are no suggestions because the search field is empty. 1. [Aeon Health Help Center](https://help.aeon.health/?hsLang=en) 2. [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en) 3. [Inbox](https://help.aeon.health/aeon-features?hsLang=en#inbox) May 15, 2026 # ⭐ Inbox: An Overview ## Understand and manage your Aeon inbox to streamline incoming patient Files **In This Article** [Description](https://help.aeon.health/inbox-an-overview#desc) [Location](https://help.aeon.health/inbox-an-overview#loc) [Use](https://help.aeon.health/inbox-an-overview#use) 🔹[View the Inbox](https://help.aeon.health/inbox-an-overview#vie) 🔹[Assign Files to a Practitioner](https://help.aeon.health/inbox-an-overview#updocs) 🔹[Review a File assigned for your Review](https://help.aeon.health/inbox-an-overview#revdocs) [Permissions](https://help.aeon.health/inbox-an-overview#permissions)   ### Description The Inbox Management System helps clinics efficiently handle incoming documents and Files. New items land in the Inbox, where staff categorize them, link them to the correct patient, and assign them to the appropriate practitioner. Once assigned, the practitioner receives a **Review Task** to acknowledge and act on the File. In short, the Inbox supports the full lifecycle of a File: upload, categorize, assign, review, and add to the patient chart or consultation. Clinics use it to manage items like faxes, lab results, and consult reports. Common tasks you’ll perform in the Inbox include: - Uploading and categorizing Files - Assigning Files to patients and practitioners - Marking tasks as **acknowledged** or **dismissed** - Creating and managing tasks and comments   --- ### Location The Inbox icon is located in the left-hand column: ![2026-02-10\_11-53-26](https://help.aeon.health/hs-fs/hubfs/2026-02-10_11-53-26.png?width=646&height=343&name=2026-02-10_11-53-26.png)   --- ### Use Below, we will cover all the features of the Inbox and how to use it.     --- ##### View the Inbox 1\. Click on the **Inbox** icon in the left column ![2026-01-28\_11-14-29](https://help.aeon.health/hs-fs/hubfs/2026-01-28_11-14-29.png?width=632&height=271&name=2026-01-28_11-14-29.png) **A. Inbox** New, unreviewed Files that have not yet been assigned to a practitioner **B. Admin** These are internal clinic Files assigned to the **Admin** category; these are not linked to a patient **C. Archived** Files that have been archived because they’re junk, duplicates, or unrelated to a patient or the clinic **D. All** Every File across all categories **E. Search** Search Files by title **F. Created at** Choose if you want to sort the Files by Title or Observation date **G. Filter** Choose to filter the File list by File Category and/or Assigned Practitioner **H. New Upload** Upload a File directly to the Inbox (incoming faxes can be configured to appear here automatically) **I. Clear Filters** Click "x" next to the filter or Clear all to remove filters **J. File** Represents the individual File in the Inbox; click the title to open it and assign it to a practitioner   ---   ##### Assign Files to a Practitioner Staff will assign Files for review by a Practitioner in the clinic.  [Click here for step-by-step instructions.](https://help.aeon.health/how-to-manage-the-inbox-and-assign-for-review?hsLang=en)     ---   ##### Review the File assigned for your Review Practitioners will be assigned patient Files for review.   This is completed through a **Review Task.**  [Click here for step-by-step instructions](https://help.aeon.health/how-to-review-new-patient-documents?hsLang=en).      --- ### Permissions - **Practitioners:** Have access to their File review tasks and the unassigned items. Access to other practitioners’ tasks is not restricted at this time; however, actioning other practitioners' tasks is not available. The user must add themselves to the File review task to acknowledge or dismiss it. - **Staff:** Can view unassigned and archived items but not actioned tasks unless specified. They do not have a “File Review” Task type - [Get Started](https://help.aeon.health/get-started?hsLang=en#main-content) - [Quickstart Checklists ( ✅ Start Here! )](https://help.aeon.health/get-started?hsLang=en#quickstart-checklists-start-here) - [Training](https://help.aeon.health/training?hsLang=en#main-content) - [Practitioner Training](https://help.aeon.health/training?hsLang=en#practitioner-training) - [30 Minute Onboarding](https://help.aeon.health/training?hsLang=en#30-minute-onboarding) - [Aeon Features](https://help.aeon.health/aeon-features?hsLang=en#main-content) - [Aeon Basics](https://help.aeon.health/aeon-features?hsLang=en#aeon-basics) - [Allergies](https://help.aeon.health/aeon-features?hsLang=en#allergies) - [Audit Exports](https://help.aeon.health/aeon-features?hsLang=en#audit-exports) - [Billing: General](https://help.aeon.health/aeon-features?hsLang=en#billing-general) - [Billing: Fee-For-Service (FFS) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-fee-for-service-ffs-bc) - [Billing: Longitudinal Family Physician (LFP) BC](https://help.aeon.health/aeon-features?hsLang=en#billing-longitudinal-family-physician-lfp-bc) - [Calendar](https://help.aeon.health/aeon-features?hsLang=en#calendar) - [Charting](https://help.aeon.health/aeon-features?hsLang=en#charting) - [Consults](https://help.aeon.health/aeon-features?hsLang=en#consults) - [Files](https://help.aeon.health/aeon-features?hsLang=en#files) - [Histories](https://help.aeon.health/aeon-features?hsLang=en#histories) - [Immunizations](https://help.aeon.health/aeon-features?hsLang=en#immunizations) - [Inbox](https://help.aeon.health/aeon-features?hsLang=en#inbox) - [Issues](https://help.aeon.health/aeon-features?hsLang=en#issues) - [Measurements](https://help.aeon.health/aeon-features?hsLang=en#measurements) - [Medications & Prescriptions](https://help.aeon.health/aeon-features?hsLang=en#medications-prescriptions) - [Patient Profile](https://help.aeon.health/aeon-features?hsLang=en#patient-profile) - [Requisitions](https://help.aeon.health/aeon-features?hsLang=en#requisitions) - [Resources](https://help.aeon.health/aeon-features?hsLang=en#resources) - [Settings](https://help.aeon.health/aeon-features?hsLang=en#settings) - [Screenings](https://help.aeon.health/aeon-features?hsLang=en#screenings) - [SRFax Integration](https://help.aeon.health/aeon-features?hsLang=en#srfax-integration) - [Tasks](https://help.aeon.health/aeon-features?hsLang=en#tasks) - [Settings](https://help.aeon.health/settings?hsLang=en) [![aeon-health-logo](https://help.aeon.health/hs-fs/hubfs/aeon-health-logo.png?width=259&height=50&name=aeon-health-logo.png "aeon-health-logo")](https://aeon.health) [mailto:email@email.com](mailto:email@email.com) Copyright © 2024, Aeon Health