Getting started Scheduling & visits Patients Omnichannel Faxes & referrals Forms, interviews & consents Charting & notes AI tools Billing & payments Insurance & claims Prescriptions, labs & inventory Practice management Troubleshooting

Omnichannel

Calls, texting, email, in-app chat, and the website widget — one inbox.

6 articles

Omnichannel — one inbox for every conversationHow Ona keeps a patient's calls, texts, emails, portal messages, and website chats in one conversation — and how to find your way around the Chats inbox.7 min read

Setting up your channelsProvision a phone number for SMS and calls, a dedicated email address, and browser calling in Settings → Omnichannel — then choose who answers inbound calls.4 min read

Texting and emailing patientsSend and receive SMS and email from a patient's conversation — what each channel is good for, how replies arrive, consent and opt-outs, and how the in-app portal thread fits in.4 min read

Phone callsCall patients from the browser or through your mobile, answer inbound calls from the call bar, and find every call — with its recording and transcript — as a card in the conversation.4 min read

Chatting with website visitorsPut a chat widget on your own website — visitors leave their details, become leads, and chat with your team straight from the Chats inbox.5 min read

Internal notes and mentionsSwitch a message to Internal to keep it off the record with the patient, @mention a teammate to pull them in, or turn it into a resolvable Note pinned to the chart.4 min read

Can’t find what you’re looking for?

Book a demo and we’ll walk you through it live — or email [email protected] and a human will help.