How to Create and Customise a Group Chat

overview & requirements when a care team or administrative staff member needs to discuss a particular topic or patient with multiple individuals, they can initiate a group conversation within profile these groups can be customised and added to over time this article will cover that process requirements profile version 9 0 and above create a group chat there are two ways to create a group chat the method chosen, depends on if you know the members you wish to add, or if you need to conduct a more thorough search first create a basic group chat if you know the names of the members you wish to include in the chat, you can add them individually by following the steps below click on the compose button a new conversation view will appear individually type in the names of the people you wish to include in the group remember, you need to type in at least the first three letters of the participants name and then select the name as it appears from the drop down list complete this process until all group participants are included compose your message in the type a new message here box, and click the send button if a chat exists with the selected participants, the chat conversation history window on the right hand panel will open, showcasing the new message in the absence of an existing chat with the selected participants, the system will present the new chat screen and establish a fresh chat after the initial message is sent create group chats using filters if you do not know the names of the members you wish to include in the chat, for instance if you need to add various members from a number of different poss and roles, you can create a filtered search by following the steps below go to the contacts tab on the left hand panel select a pos and, if required, select from the other filters options within role, and availability a list of relevant participants will appear in the c ontact list to choose from select the necessary participants click on the create chat button in order to start a new chat with your chosen participants if a chat already exists with the selected participants, the chat conversation history window, on the right panel, will open if there is not a pre existing chat with the selected participants, the system will present the new chat screen and will establish a fresh chat, once the initial message has been sent customise a group chat name a group chat once the group chat is set up, you have the ability to name it so, if the conversation revolves around a particular topic, patient, etc the group chat can be named to reflect this this can also help when trying to find important conversation history, at a later date click on the pencil icon next to the participants list the name group chat window will appear type in the name of the group chat and click save the participants list has now changed to reflect the name change remove group chat name if the current group chat name is no longer relevant, for whatever reason, it can be changed or taken out all together click on the pencil icon next to the participants list the name group chat window will appear either remove the name and click save , to take away the customised name or remove the current name and type in a more relevant name and click save view and add additional participants to an existing group chat select the appropriate group click on the chat participants button all participants in the chat will be visible here click on the add participants button, if you wish to add more participants to the chat type in the name of the participant(s) you wish to add click on the add button click on the x button to close the chat participants window note when a new member is added to a chat, they will have full access to the conversation history that existed before they were added to the chat chat notifications when someone sends you a message in the chat feature, a pop up notification will appear at the bottom right hand corner of your screen clicking on the pop up notification will take you directly to the chat feature in profile from there, any unread messages will appear, in bold, on the left panel of the chat feature simply click on the bolded messages to read and respond there will also be a work notification for new unread chat messages that will remain even after the pop up notification disappears learn more the enhanced chat feature in profile docid\ tzw xr36g bxrjxdoncb6faqs profile's enhanced chat feature docid\ ogdgq1tq0ytel1elzfxz0how to configure the enhanced chat feature docid\ a1r0rtukldtotckriztunhow to start an individual chat docid\ wssuikpp moouc1p0mtsphow to view conversation history in chat docid\ c7mblxpfu5i mhiaqh2ljhow to change your availability status in chat docid\ kwfjgtf6ovjqbnrbf0xoa