Versions Compared

Old Version 6

changes.mady.by.user Anastasia Medovkina

Saved on

compared with

New Version Current

changes.mady.by.user Anastasia Medovkina

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Once you have set up your profile, clients can find your company in the Provider Search and get into conversation with you. 

As soon as a client sends a message, you will get a notification via email and/or SMS.

Unread messages appear next to the Messaging Center in Provider Automation.

Picture showing the chat icon

Note

We highly recommend that you enter a phone number in the Business Information on the Profile. Thus, you will get SMS notifications when new messages from clients appear.

To view messages from clients, click on the chat icon Image Removed in the upper-right corner from any page of Provider Automation to open the Messaging Center.


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Send a Message to a Client
  1. Click the chat icon  in the upper-right corner of any page in Provider Automation. The chat page appears.

    You will see that the companies that you are in-network for are marked with In Network. Messages from unknown clients will not have the In Network status unless they invite you to their Private Network in the Provider Search. 

    Picture showing the chat window


  2. Select a company that has reached out to you earlier. If needed, use the Search field to find the needed client.
  3. Type your message.

  4. Click Send. Alternatively, press Enter on the keyboard. Your message is sent to the client.

    Note

    Chats with unread messages are marked with a blue dot. Company names appear in bold.

    Picture showing the unread messages in the messaging center



Warning

Be careful when deciding to delete a chat, you will not be able to reach out to this client via the Messaging Center unless the client texts you themselves.


Live Search
spaceKeySCUCP
additionalnone
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "providerhomepage" , "providermetrics" ) and space = currentSpace ( )