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Messaging System

The Messaging feature enables secure, organized communication between healthcare providers and patients through topic-based conversations.

Overview

Messages are organized by conversation topics, allowing care teams to maintain clear, contextual communication with patients. Each conversation is linked to a specific patient for easy reference.
All messages are HIPAA-compliant and encrypted for patient privacy.

Key Features

Topic-Based Conversations

Organize messages by subject for clarity

Read/Unread Tracking

Visual indicators for new messages

Patient Linking

Quick access to patient profiles

Mobile Responsive

Full functionality on all devices

Statistics Dashboard

Four key metrics displayed at the top:
MetricDescription
Total ConversationsAll conversations in the system
Unread MessagesMessages awaiting response
Unique PatientsPatients with active conversations
Total MessagesAll messages sent

User Interface

The left panel displays the conversation list with:
  • Patient avatar with initials
  • Conversation topic
  • Patient name (clickable to profile)
  • Last message preview
  • Unread indicator (pulsing dot)
  • Message count and patient ID

Chat Thread

The right panel shows the selected conversation:
  • Header with patient info and profile button
  • Message history with timestamps
  • Sender identification (You/Patient)
  • Message input with send button

Mobile View

Full-width list view on mobile devices with touch-friendly interactions.

Filtering Options

Filter Tabs

TabDescription
AllShow all conversations
UnreadOnly conversations with new messages
ReadConversations without unread messages
Search conversations by:
  • Topic name
  • Patient name
  • Patient ID

Creating New Conversations

1

Click New Message

Click the “New Message” button in the header
2

Select Patient

Choose a patient from the dropdown list
3

Enter Topic

Provide a descriptive conversation topic
4

Write Message

Compose your initial message
5

Send

Click “Send Message” to create the conversation

Conversation Features

Message Display

  • Sender Identification: Clear labels for You vs Patient
  • Timestamps: Date and time for each message
  • Chronological Order: Messages sorted by time
  • Auto-scroll: Automatically scrolls to latest message

Patient Quick Access

  • Click patient name to view full profile
  • Patient ID displayed for reference
  • Profile button in chat header for quick navigation

Workflow

  1. New Inquiry: Patient or provider starts conversation
  2. Topic Assignment: Descriptive topic provides context
  3. Message Exchange: Back-and-forth communication
  4. Resolution: Issue addressed or question answered
  5. Archive: Conversation remains for future reference

Integration Points

Access messages directly from the patient dashboard. View conversation history in context with other patient information.
Unread message count visible in navigation sidebar. Badge updates in real-time as new messages arrive.
Shared visibility of patient conversations across the care team. Ensures continuity of care.

Best Practices

Clear Topics: Use descriptive topic names like “Post-Surgery Follow-up” or “Medication Questions”
Timely Responses: Monitor unread count regularly and respond within expected timeframes
Patient Context: Review patient profile when needed for informed responses
Documentation: Messages serve as communication record - be professional and thorough

Security & Compliance

Never share sensitive information outside the messaging system. All communications should remain within the platform.

Security Features

  • End-to-end encryption
  • Audit logging
  • Access controls
  • Session management

Compliance

  • HIPAA compliant
  • Data retention policies
  • Secure transmission
  • Access audit trails