Chat on mobile

Healthie enables you to connect, support, and engage with your clients through the Chat feature. When you log into your provider account on mobile, you will have the same capabilities as you do from the web browser. Using chat on mobile provides both you, and your clients, a convenient way to securely send messages. Messages sync in real-time with your account, so that switching between the app and web browser are seamless. For clients, they can log into their Healthie Client Portal using the Healthie app, where they will have access to past messages, and can send a new one (unless you have disabled chat). 

IN THIS ARTICLE:


Getting started with chat on mobile

To start communicating with your clients through the Healthie app, please download the app if you have not done so already. We also suggest checking that you have the latest version of the app. 

When logged in, tap the "Chat" icon on the bottom dashboard menu. You'll now see all of your chat messages listed, with the most recent chats displaying first. 

To sort through your chat messages, tap the "Filter" button. Using filters allows you to quickly find relevant conversations. You can sort through your messages based on:

  • Type (individual or community; note, sent message blasts display as an individual message to a client) 
  • Status (unread or read) 
  • Visibility (active or archived) 

Alternatively, you can also use the search bar within chat on mobile to search by conversation name, or by client name. Searching by client name will display all chat messages that the client is included in. 


Push notifications for chat messages

You can adjust the notifications that you receive, via email and/or push (on mobile) so that you never miss a client message. Learn how to adjust your notifications here


Start a new chat on mobile

To begin a new conversation, log in to your Healthie provider account on the mobile app and click the "Chat" icon. 

  • Tap the add (+) sign at the top-right 
  • Add participants. Scroll to find the client you would like to message, or type their name into the search icon. Tapping the client will add them to the conversation. 
  • Tap "Next" on the top-right 
  • Type your message and hit the send (arrow) button to submit. 

Your client will be notified that they have received a new message.


Send a message blast on mobile

From the mobile app, you are able to send a message blast, which is a single message that you can send to multiple clients. Clients will not know that other people have received this message. Learn more about message blasts here

  • Tap the add (+) sign at the top-right 
  • Add participants. Scroll to find the client you would like to message, or type their name into the search icon. Tapping the client will add them to the conversation. 
  • Tap "Next" on the top-right
  • By default "Message Blast" is selected. 
  • Tap "Next" again 
  • Type your message and hit the send (arrow) button to submit. 

Your clients will be notified that they have received a new message. When a client responds to your message, it will be in an individual conversation, no other members of the blast will be included. 


Start a community chat on mobile

From the mobile app, you are able to start a community chat, which is a group conversation. To start a community chat from the mobile app, log in to your Healthie provider account on the mobile app and click the "Chat" icon. 

  • Tap the add (+) sign at the top-right 
  • Add participants. Scroll to find the client you would like to message, or type their name into the search icon. Tapping the client will add them to the conversation. 
  • Tap "Next" on the top-right
  • Toggle over to the  "Community Chat" option. 
  • Tap "Next" again 
  • Type your message and hit the send (arrow) button to submit. 

Your clients will be notified that they have received a new message. You will be notified whenever a client sends a message within the community chat unless you turn off your notifications. Learn more about community chats and chat notifications


Additional actions available through chat

Click on a conversation in chat from the mobile app. You'll see an "action" icon (three dots) on the top-right. Clicking this icon will display additional actions you can take with this chat conversation, or with your client, including: 

View Quick Profile: this will show you a snippet of important information about your client such as:

  • Recent/upcoming sessions
  • Ability to quickly book a new session
  • Recent packages they've purchased
  • Number of credits available
  • Money owed
  • Recent/upcoming payments 

Video Call: tapping this option will quickly launch into a telehealth call with your client through Healthie telehealth. 

Conversation Details: in this section, you'll be able to rename the title of your conversation, view all participants, and add any new participants. By default, individual conversations with clients are titled with your client's name. 

Add Participants: a more direct way of adding new people to your conversation, tapping this option will allow you to search and add someone to your chat. Once added, the new person will be able to see all past messages, so consider if there is any private/sensitive information before adding the new contact. 

Archive Conversation: this option will allow you to archive the conversation. For privacy reasons, the conversation cannot be permanently deleted and can be made active again at any time. Learn more about archiving/unarchiving conversations here. You will be asked to verify that you want to archive the conversation before the conversation will be archived. 


Additional resources

Find answers to Chat FAQs here. If you have more questions about Chat, we suggest joining our Healthie Live Class "Client Engagement on Healthie." In this walk-through tutorial, our team shows you how to connect with your clients via Healthie, and answers your questions live. Sign up.

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