Chat Feature for iPad App!

Learn about the Chat Feature for iPad App!

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How to access Chat from the Main menu on the iPad

  • Start by navigating to the Main Menu. This is located in the top left hand side of the iPad app.
  • Click the 3 vertical lines.
  • Then click the Chat icon.

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How to access Chat from the Dashboard on the iPad

  • From the Dashboard view, click the Chat icon underneath Patient List.
  • Then click Chat.

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  • Click Search Patient and type in the Patient's name. 

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How Chat will display by Plan

  • Starter Plan
    • File Sharing with your Patients shown by the Attach icon
    • HIPAA compliant
    • CURES Act compliant

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  • Enhanced Plan
    • File Sharing with your Patients
    • HIPAA compliant
    • CURES Act compliant
    • Chat with your Patients

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  • Premium Plan
    • File Sharing with your Patients
    • HIPAA compliant
    • CURES Act compliant
    • Chat with your Patients
    • Chat with your Teammates


How to delete a message or file

  • Start by navigating to the Main Menu. This is located in the top left hand side of the iPad app.
  • Click the 3 vertical lines.
  • Then click the Chat icon.
  • Now select a conversation.
  • Press and hold on the message or file to delete it. A pop-up message will ask you to confirm the action. This will permanently delete this message.