Chat Communication: Web Portal

Table of Contents

• Quick Notes

• Web Portal

   

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

Quick Notes

• Click Here to learn about using the Billiyo chat with the caregiver
• Click Here to learn about using the Billiyo chat with the clinical app.
• 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.

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: 

Individual Send a message to a single employee
Group Create a group chat with multiple employees A maximum of 300 people can be in a group chat.
Mass Send a message to all employees

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

Type a message Once you've typed your message, click on the    button to send.
Send a document
Send a photo Maximum file size: 5 MB
Send a video Maximum file size: 5 MB
Send an audio recording Maximum file size: 5 MB

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: 

Reply Create a thread on a specific message Only available on typed text messages.
Edit Correct an error in a message Only available on typed text messages you've sent.
Forward Share the message to another one of your chats
Delete Remove the message if it was sent in error Only available on messages you've sent.