Practice Home Conversations - The Conversations Dashboard
Updated
Take a tour of the Conversations Dashboard
- Active Conversations — This is where all open conversations are listed.
- History — This is where archived conversations are listed. Conversations can be reopened, and a transcript of an archived conversation can be downloaded and attached to the patient medical record.
- Page Filters — Sort conversations by who initiated the conversation, by unread, or by urgency rating.
- Search Bar — Sort conversations by client name, title or email if you cannot seem to find the conversation you were working on.
- Delivery Method — Conversations can be initiated via 2-way texting by the user or the practice. The method will be displayed here.
- Message Delivery Status — For messages sent from the dashboard, the following delivery indicators can appear:
- One gray checkmark - The message was sent but not yet delivered
- Two gray checkmarks - The message has been delivered
- No checkmarks, but a black information indicator - Indicates a deliverability issue with a text message. Hover over the indicator to learn more.
- Photo/Video — Upload a photo or video to send to the client.
- Attachment/PDF — Upload a PDF file to send to the client.
- End Conversation — End an open conversation when finished, email the transcript, and move it to the History tab. Ended conversations can be reopened from the History tab by clicking Restart conversation. To receive an email at the end of the day with a reminder to end open conversations, go to Settings > Conversations > Enable reminder for unresolved conversations.
- Actions Menu — Additional options based on your Settings under the Conversations feature
- Ability to opt a client out of 2-way texting through Practice Home. If a client wants to opt out of texting, click Opt out in the top right corner. This must be done prior to ending the conversation.
- Ability to mark the conversation as "Unread".
