In order to use Client Chat your practice must have the Client Chat feature enabled and a hospital administrator will need to add the client_chat_full_access permission to the appropriate user role (or create a new one) in order for staff to send messages to clients.
Click on the Client Chat icon in the navy blue panel to open Client Chat.
The Chat panel will automatically open in the expanded view. This view can be minimized by clicking on the arrow in the upper right hand corner of the panel. Similar to other panels in Instinct, the Chat panel can be pinned to stay in place as you move through different areas of Instinct.
In the upper left hand corner of the panel, the number of new Chat messages will display in a blue circle next to Client Chat.
Messages appear in chronological order, with the most recent messages at the top. Any messages that have not been read will show a blue dot to the left of the client’s name or phone number.
Once a message has been read by any staff member, that message will be considered read for all. To change a message back to an unread state, click on the 3-dot menu next to the client’s name/phone number and select Mark as Unread.
To filter by unread messages, click on the 3-dot menu next to the search box and select Show Unread Only. To see all messages, click on the 3-dot menu again and change the filter to Show all messages.