# Doc: https://www.hipaatizer.com/docs/submissions/inbox

> LLM view for https://www.hipaatizer.com/docs/submissions/inbox

This file contains all documentation content in a single document following the llmstxt.org standard.

## Inbox


The **Inbox** is the central place in HIPAAtizer where all **form submissions** and **patient secure messages** arrive.
It is designed for reviewing incoming data, responding to patients, and managing submission workflows.

You can also view submissions **per form** from the **My Forms** menu by clicking **View Details** in the **Submissions** column for a specific form.

![Inbox page](https://www.hipaatizer.com/docs/assets/images/inbox-6fdcc07a51899b305387a5185923e759.png)

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## What you can do in Inbox
- View and search new and historical form submissions
- Read and reply to patient secure messages
- View submission details, generated PDFs, and related attachments
- Download submission files and PHI access logs
- Track processing status (New, In Progress, Completed)
- Perform bulk actions such as export, move, delete, or archive
- Apply tags to organize and track submission workflows

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## Where to find it
**Path:** [Inbox](https://app.hipaatizer.com/communications)

The Inbox is available from the main navigation menu in your account.

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## Inbox layout

### Folders
On the left side of the screen, you'll find folders used to organize Inbox items.

**Default folders**
- Inbox
- Sent
- Spam
- Drafts
- Archive
- Trash

You can also create **Custom Folders** to match your internal workflows.

![Inbox Folders](https://www.hipaatizer.com/docs/assets/images/image-4-0837a3673a794690a2143cc11bfc7013.png)

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### Inbox list
Each row in the Inbox list represents a single incoming item.
Clicking a row opens the **item details panel** on the right.

You may see:
- **Form submissions** - data collected from published forms
- **Patient messages** - secure messages sent by patients

#### Columns
- **Correspondents**:   Displays the patient or sender. If Contacts are enabled, this may show the associated Contact.
- **Date**:   When the submission or message was received.
- **Type**:  Submission or Secure Email.
- **Subject**:   [The submission identifier](https://www.hipaatizer.com/docs/submissions/inbox/adding-additional-information-and-columns-for-submissions) (configurable in **Form Settings → Advanced Settings**) or the secure email subject.
- **Comments**:   Internal notes added by your team. You can view or add comments by clicking the Add Comment icon for the Inbox item.
- **Tag**:   Tags applied for workflow tracking. You can assign tags by clicking the Add Tag icon for the Inbox item.
- **Status**:   Processing status such as New, In Progress, or Completed.

![Inbox list showing columns for Correspondents, Date, Type, Subject, Comments, Tag, and Status](https://www.hipaatizer.com/docs/assets/images/image-5-7412b8dd91cf173914791b4f64af001f.png)

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### Top actions bar
The top actions bar allows you to work with multiple Inbox items efficiently.

Available actions include:
- **Reload** - fetch the latest Inbox items
- **Bulk actions** - perform actions on selected items, such as:
  - Delete
  - Move to folder
  - Mark as read / unread
  - Move to archive
  - Update tags
- **Date range filters**
- **Search** by keyword or identifier
- **Unread only** filter
- **Export submissions to CSV**

![Inbox top actions bar with reload, bulk actions, date filters, search, and export controls](https://www.hipaatizer.com/docs/assets/images/image-6-3ea391f3416c3810c33595b58b22ae8e.png)

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### Item details panel
When you select an Inbox item, a details panel opens on the right side of the screen.

From this panel, you can:
- View submission data or message content
- Download generated PDFs
- Download submission data as CSV
- Generate and download the PHI access log
- Download certificates (if applicable)
- Copy submission data as:
  - Plain text
  - HTML
- Move the item to a different folder
- Assign or update the associated location
- Add or update tags
- Archive the item
- Return a submission to the patient for edits
- Edit the submission (if permitted)
- Delete the submission
- View uploaded files and attachments
- Review submission metadata (form, date, source)

![Inbox item details](https://www.hipaatizer.com/docs/assets/images/inbox_item_details-9d772d344b57475884e4650a8d281ab1.png)

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## Permissions & access
Inbox visibility and available actions depend on:
- [Your role and permissions](https://www.hipaatizer.com/docs/submissions/team/how-to-add-users-to-your-covered-entity-account#choosing-a-role)
- [Assigned locations](https://www.hipaatizer.com/docs/submissions/locations)

Some users may only see submissions for specific forms or locations.

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## Related
- [Return to Patient for Edits](https://www.hipaatizer.com/docs/submissions/inbox/return-to-patient-for-edits)
- [Submission Identifier](https://www.hipaatizer.com/docs/submissions/inbox/adding-additional-information-and-columns-for-submissions)