Vault Provider Inbox2026-11-06T17:02:21+00:00
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Vault Provider Inbox
The Basics.

How to use Vault Provider Inbox.

Vault Provider Inbox gives your care team a shared, two-way space to send secure messages, forms, and documents to patients and family members. Conversations stay organized in a single thread and sync automatically back to your EMR.

Key Features

1

Two-Way Messaging:

Allow patients and families to reply directly to your messages.

2

Shared Inbox:

Access, manage, and assign conversation threads across your team.

3

Simple Attachments:

Easily attach intake forms, surveys, or files from your computer.

4

EMR Sync:

Link threads to patient charts to keep your records up to date.

5

Secure Access:

Recipients pass a quick identity check before viewing sensitive updates.

How to Use Vault Inbox

1

Accessing the Inbox

Go to Automated Care > Vault Inbox in the top navigation bar.

Accessing the Inbox
2

Starting a Thread

Click Send a Vault Message and enter and configure the message.

3

Activate Vault

Within the Message dropdown, turn on the slider for Secure with ACM Vault

4

Relying to Messages

Select a thread from your inbox list in Vault Inbox, type a message in the reply box at the bottom, and click Send.

5

Linking to an EMR Chart

In the Vault Inbox, click on the Care Team tab. Click Link Client Chart at the top of the chat window, and select the patient to link the conversation to their record.

Linking to an EMR Chart
6

Archiving a Conversation

In Vault Inbox, open a thread. From the Quick Actions dropdown in the top right, click Archive.

Frequently Asked Questions

Do patient replies count toward our message volume?
No. Only the first message sent counts toward your usage. All follow-up replies are free.
Do we need an EMR to use Vault Inbox?
No. You can send messages, forms, and attachments without an EMR integration. You only need an EMR connection if you want to sync conversations directly to patient charts.
What's Next? Vault Use Cases →

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