Chat
      Back to home
      1. Unified Practice Knowledge Base
      2. Patient Portal
      3. Chat

      Patient Portal - HIPAA Compliant Chat Feature!

      Learn about the Patient Portal - HIPAA Compliant Chat Feature!

      Jump to:

      Important note: You can only send messages or files to Patients that have an active Patient Portal account.

      Chat Features by Plan

      ChatPlan

      • Starter Plan - File share with your Patients.
      • Enhanced Plan - File share and message your Patients.
      • Premium Plan - File share and message your Patients. Ability to message your Clinic staff with Team Chat.

      How to enable Chat

      • Start by navigating to Patient Portal on the left hand menu.
      • Then scroll down to the bottom of the page and toggle Chat for your patients available in Patient Portal to Yes.

      EnableChat

      • File share with Patients will be active by default on every plan. Team Chat will be active by default for Premium plans only.

      How to send a new message or file

      There are 3 ways to send a new message:

      • On the left hand menu Click Chat. In the Chat window, Click the + plus sign.

      MenuChat

      • Select whether you would like to start a chat with a Patient or start a chat with a Teammate. Search their name in the search bar and Click Start Chat.

      ChatSelect

      • Within the Appointment Details page, click the Chat icon at the bottom of the window. This will open a new tab with the Chat window where you can begin your message.
      DetailsChat
      • In the Patient File, click the Chat icon in the bottom left corner. This will open a new tab with the Chat window.
      FileChat

      Chat - Notifications

      • In Clinic Settings > Notification Settings, you can find the Chat notification at the bottom of the page. This Email Notification cannot be disabled.

      ChatNote

      • There will be a slight delay for these messages / chat notifications. If multiple messages are sent at once, there will only be one notification of this.

      Important note: Email notification is required. SMS notifications can be enabled or disabled.

      How to delete a message or file

      • Start by navigating to the Menu on the left hand of the screen.
      • Click the Chat icon.
      • Now select a conversation or search for a Patient.
      • Hover the cursor over the message or file you would like to delete then click the 3 dots. A pop-up menu will display the option to Delete. Click Delete and this will permanently delete this message. 

      ChatDeleteWeb

      Practitioner Chat Availability toggle

      • Start by navigating to the Menu on the left hand of the screen, then click Account > My Account.
      • Under Scheduling Preferences, use the Available for Chat with Patients toggle to control chat availability at the Practitioner level.

      FlexChat

      Important note: When the toggle is set to No, Practitioners can still initiate Chats as needed and be include in other Chats.