To start a new message conversation, follow these steps:
- From the healthcare menu, click on Messages. You will see an overview of incoming messages and your active conversations.
- Click on the plus sign to the right of the interface. If the plus sign is not visible, contact your administrator to activate the function.
- Search for the patient by entering his/her mobile number. If the patient is registered, click on the name. If the patient is not registered, click on Register new participant.
- Select the Clinic from which the message is to be sent and handled and choose which Reason for contact the case should have.
- Write the text you want to send in the message. Please note that the text is not limited to the one line that is displayed in this view – your text can be as long as you need. To add a row, press Enter.
- When writing a message, you can use predefined text templates. You can create your own shortcuts and templates under Personal text templates under My profile in the menu, and if the administrator for your clinic has created any text templates in a phrase library you will have access these as well. You search for the phrase by typing the text shortcut and then select the template by pressing Enter.
- Under Forms, you can choose one or several forms to attach to the message.
- The list only shows the forms that the administrator has activated for your clinic. Select whether you want the patient to be able to reply to your message or not. Please note that the patient can always fill in the forms, regardless of whether you tick this box or not.
- Click on Send.
- Once you've created a message, it appears in your list of ongoing conversations but automatically opens so you can continue writing. Here, you can choose to add more text or attach files to the message.
Alternative ways of creating a message
You can also create a new message from a booked time slot in the calendar from the message history. The advantage of these options is that you can enter the message flow directly and with the patient’s information pre-filled from the appointment or the history. This enables you to send a new message quickly and easily. Please note, however, that the patient’s information is cleared after a certain time (your organisation is responsible for determining how long patient information should be stored).
Create a new message from a booked appointment in the calendar
You can create a new message from a booked time slot in the calendar. Hover your cursor over the three vertical lines and click on Send message to patient.
If you already have an ongoing conversation with the patient, this thread will open. Otherwise, a new message conversation is initiated.
Create a new message from the message history
If you want to create a new message or a new conversation from the message history, click on History under Messages from the sidebar menu. Search for the patient by filtering out messages from a specific time or by entering the patient’s phone number. Click on New message.
Please note: You cannot respond to messages in an ongoing conversation from this view – you can only start a new conversation.