Use conversation actions on the Communications page

Step-by-step guide to the Communications page: the Recent Conversations view, the in-conversation actions for patient chats (create task, add note, mark unread, escalate), managing tasks from the sidebar, and starting team group chats with file sharing.

The Communications page is where all of your clinic's messaging lives. This guide covers the recent updates: the new Recent Conversations view, the action icons available inside a patient conversation, the tasks panel in the right-hand sidebar, and creating team group chats.

Where to go

• Communications (left-hand navigation in your clinic portal at app.healthaide.io)

Conversation channels

Your Communications page is organized into channels, and Recent Conversations shows the latest activity across all of them in one place.

• Patient conversations: your messages with patients.
• Direct Messages: internal messaging with your team, either one-to-one or in a group chat.
• Platform Support: direct messaging with the Healthaide team, split into Onboarding and Setup, Technical Support, Clinical and Compliance, and General Chat.

Use Recent Conversations

1. 01

   Open the Communications page from the left-hand navigation.
2. 02

   At the top, find the Recent Conversations section.
3. 03

   Select any conversation to open it, regardless of which channel it came from.

Action icons inside a patient conversation

Open a patient conversation and look at the top left of the conversation thread. From left to right you will find these actions.

• Create task: opens a task for this patient without leaving the Communications page. See the task guide for the full task workflow.
• Add note: create a patient note, optionally attach a file, and it saves to that patient's profile.
• Mark as unread: click the envelope icon to mark the conversation unread, and its unread bubble reappears in the list.
• Escalate: send the conversation to the Healthaide provider network team when you need our providers to step in on anything patient, clinical, or client-care related.

Manage tasks from the sidebar

1. 01

   With a patient conversation open, look at the right-hand sidebar menu, which now includes Tasks.
2. 02

   From there you can mark an existing task complete.
3. 03

   You can also add a task to the patient profile directly from the sidebar.

Start a team group chat

1. 01

   Go to Direct Messages.
2. 02

   Type a teammate's name to add them.
3. 03

   Add any additional teammates you want in the conversation.
4. 04

   Give the group a name.
5. 05

   Create the group. Everyone added can now message in the thread.
6. 06

   Use the paperclip icon in the message bar to share files in the chat.