Chat Groups

Chat Groups

In this article, you will learn how to create and edit chat groups for your practice.

The settings for Chat Groups are located within practice settings.

To open Chat Groups:

1. Click More to reveal a drop-down list, and click Settings.
2. Click User Groups
   
   
   
3. Click User Groups and choose Chat Groups.

The Chat Groups form displays a list of all the users that can be added to a chat group.

To display a list of the existing chat groups, click the down arrow at the top of the form.

To create a new chat group:

1. Click the + icon.
   
   
2. Click the Names of the users that you want to include in the group, and they will be moved to the box on the right-hand side.
   
3. Once the users have been selected, enter a Name for the chat group, and then click Save.

To edit a chat group:

1. Select the group from the list, and click the Pen Icon on the right-hand side.
   
   
2. To remove a user from the group, click the X next to their name, or you can add users to the group by clicking the useuser'sme on the left-hand side.
3. Once you have finished editing the group, click Save to apply the changes.

Note: An error will come up if you wish to remove yourself as a logged-in user in the chat group.

To send a message to a group:

1. Click on the Chat Icon located on the right side of the screen.
2. Click New Chat in the chat section to create a new message.
3. Click the down arrow to Users, and select Groups.
   
   
4. Type in a keyword to locate the group you are looking for, and select it from the list. 
5. Type in the message, click Send, and the message will be sent to all users in the group.