Communicating with a Client
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.
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.
- 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.
- Select a company that has reached out to you earlier. If needed, use the Search field to find the needed client.
- Type your message.
Click Send. Alternatively, press Enter on the keyboard. Your message is sent to the client.
Chats with unread messages are marked with a blue dot. Company names appear in bold.
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.
