In-App Messaging (Chat)

Use the HIPPA compliant in-app messaging feature to communicate with your team internally.

Table of Contents

Quick Notes
Web Portal
Billiyo Caregiver App
Billiyo Clinical App

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Quick Notes

• In-app messaging is HIPAA compliant.
• With in-app messaging feature in Billiyo you can message an individual employee, create a group chat with multiple employees and send a message to all employees within your agency at once.

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Web Portal

To access the in-app messaging feature on the web portal, in the left menu navigate to:

Operation > Chat

Within this page you'll be able to:

• Create and send new messages
• Review message history
• Take action on messages

Create and Send New Messages

To create a new message you can either click on the  button and New Conversation or the button.

On the pop-up that appears, under the Conversation Type heading, select the type of message you'd like to create: 

For the Individual and Group conversation types, upon clicking the   button you'll be taken to a messaging screen where you can:

 

Review message history

Once conversations have been created, they'll appear in a list view on the left side of the screen.

To read through a conversation, simply click on it. Doing so will open the conversation on the right side of the screen.

 

Take Action on Messages

As you're reviewing a conversation, you can respond and share content just as you did when creating the conversation.

For messages that you've sent and received, you can also: 

 

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Billiyo Caregiver App

Within the Billiyo Caregiver app, in-app messaging can be accessed in 2 locations:

Within the message screen, caregivers can: 

• Create and send new messages
• View and respond to messages

Create and Send New Messages

Within the message screen, caregivers can create new messages by touching on the  button that appears in the bottom right corner of the screen.

Upon doing so, they'll be presented with the option to create a group message with multiple employees in it or an individual message to a single person.

If group message is chosen:

Once the recipient(s) have been chosen, touching on the    button will allow the caregiver to compose their message.

 

View and Respond to Messages

When entering the message screen within the Billiyo Caregiver app, a list of all conversations will appear.

Any conversations that have a number indicator on them mean that there are unread messages. 

To review a conversion and respond to any messages, touch on the conversation line.

Outside of the basic functions that were available when creating a new message, the caregiver will also be able to:

 

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Billiyo Clinical App

Within the Billiyo Clinical app, in-app messaging can be accessed by going to:

More > Message

Within the message screen, employees can: 

• Create and send new messages
• View and respond to messages
  
  

Create and Send New Messages

Within the message screen, employees can create new messages by touching on the  button that appears in the bottom right corner of the screen.

Upon doing so, they'll be presented with the option to create a group message with multiple employees in it or an individual message to a single person.

If group message is chosen:

Once the recipient(s) have been chosen, touching on the    button will allow the employee to compose their message.

View and Respond to Messages

When entering the message screen within the Billiyo Clinical app, a list of all conversations will appear.

Any conversations that have a number indicator on them mean that there are unread messages. 

To review a conversion and respond to any messages, touch on the conversation line.

Outside of the basic functions that were available when creating a new message, the employee will also be able to do the following when pressing and holding on a message: