![]() ![]() If you hover over the message, you’ll see three vertical dots appear next to it.You’ll see a status next to the timestamp as well, which will either say “Unread” or “Read” Every message you send is date and time stamped within the conversation.You will see the message you’ve typed in the window.Type your message into the field at the bottom of the window and then click the paper airplane icon or hit the enter key on your keyboard to send it.Once the conversation has been created you’ll see the Subject at the top of the page in bold font and a text box that you can type into to send a message to the client.Click the button to start the conversation.Just like an email subject, it’s intended to be a brief word or two about the nature or purpose of the conversation You’ll also be prompted to assign the conversation a Subject.The Group Name allows you to more easily identify the conversation from the listing in the sidebar. When you add more than one person to a conversation, you’ll be prompted to assign it a Group Name.Add Owl Users - flagging this checkbox will add the Therapists & Other Owl Users drop down menu to the window so you can add owners, other therapists, or even office admins to the conversation.When you add a linked account, if their name turns blue it means they have a Client Portal account and can chat, but if their name turns red it means they do not yet have a Client Portal account. Please Note: The Linked Accounts also need to have a Client Portal account to participate in conversations. Add Linked Accounts - if the client you’ve selected has linked accounts in their Circle of Care, flagging this checkbox will add the Linked Accounts drop down menu to the window so you can add linked accounts to the conversation.You can flag either of these checkboxes to add other participants to the conversation. Next to the Chat Type you’ll see a section called Options.If the name of the client you’ve selected displays in blue, it means that they have a client portal account and can participate in Secure Messaging conversations with the practice.If you have an email address on file for this client you can use that address and assign them a password. Or, you can create a portal account on their behalf by opening their client profile and going to Contact & Clinical > Account Details. You’ll need to have the client create a Client Portal account first by going through your Owl Client Portal site. If the name of the client you’ve selected appears in red, it means that they do not yet have a Client Portal account and cannot participate in Secure Messaging conversations.Type the client’s name into the field provided and choose the matching result. When the radio button is set to “Client” you’ll be prompted to search for a client by name.Keep in mind, you can only send Secure Messages to clients who have already created accounts for themselves through your Owl Client Portal, and only Therapists with Client Portal enabled on their Profile can send Secure Messages to clients. Simply click the radio button next to the chat type option you wish to start that kind of conversation. Office - for conversations with other users at the practice.Client - for conversations with clients of the practice.If your practice has the Client Portal add-on you’ll have two different chat type options: To start a conversation, click on the “New Conversation” button. This is where all of your conversations are stored. Access the Secure Messaging feature by clicking on the Messaging option in the sidebar. ![]()
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