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How to Chat with Patient (Plus, Premium, Enterprise) - Knowledgebase / VSee Clinic for Providers - VSee Helpdesk

How to Chat with Patient (Plus, Premium, Enterprise)

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Before the Visit from the Waiting Room Dashboard

You can send a direct message to your patient before the visit starts.  

 Note: Only you can start the chat. If you have not initiated the chat yet, the patient is not able to initiate a chat with you.

1. Click the chat bubble icon on the patient's visit card.

A chat window will appear at the bottom right of the screen.

2. Type in your message to initiate a chat through the field provided.

3. Click on the landscape photo to send a file to the patient.


Before the Visit from the Visit Details Page

You can also go to the patient's visit details page to view the visit and patient's information first.

1. Click on the patient's name or Visit ID number.

Note: Only you can start the chat. If you have not initiated the chat yet, the patient is not able to initiate a chat with you. 

You will be routed to the Visit Details page.

2. Click on the chat bubble icon.

A chat window will appear at the bottom right of the screen.

3. Type in your message to initiate a chat through the field provided.

4. Click on the landscape photo to send a file to the patient.


During the Visit 

To chat with the patient while you are on the call, click on the chat bubble icon from the Visit details page.

Note: If you are not seeing the Visit details page, click on Maximize/Minimize icon on the menu tray.

A chat window will appear at the bottom right of the screen.

3. Type in your message to initiate a chat through the field provided.

4. Click on the landscape photo to send a file to the patient.


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Need more assistance? Send us an email at help@vsee.com or check out the Help section under the Profile Menu of your VSee Clinic.

 

This article was last updated on: 05 April 2023

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