Step 1 - Tap 'Messages' on the bottom navigation bar, then tap on the 'Start Chat' icon
Step 2 - Title Screen - Enter a name that helps to identify the subject of the message, then tap 'Continue' at the bottom of the screen.
Step 3 - Add Participants - You may search for and invite one or multiple participants to this new chat message. You may find them in a couple of ways:
- Type their name into the 'Participant Name' field. As you start to type, suggestions will populate in the list. You may also narrow your search by adding filters, such as 'Clinic name', 'Location', 'Job Title' and/or 'Role', OR...
- Scroll up the screen until you locate the participant(s) you wish to add, then tap on the checkbox
beside their name.
FYI:
- Users listed will be those who are registered Lumeca account holders and your invited guests who have accepted their invitation from you and created a Lumeca 'Guest' account.
- Invited participants will have access to the entire chat history and all files shared.
- Invited guests will only have access to messages they have been added to. They cannot start new messages, nor can they archive messages.
- You may also add additional participants to an active message later.
Step 4 - When you check beside the participants' names, their names will start to appear underneath the filters.
To 'Remove' a selected participant here before starting your new message, tap the 'X' beside their name.
Step 5 - The 'Add Participants' button will be greyed out until you choose one or more participants to invite. When your participants' list is ready, tap 'Add Participants'.
You will be directed into the message and can start chatting with invited participants.
The Message Screen & Features:
- Name of Message
- List of invited participants
- 'View Participants' button - list of invited participants.
- 'Invite Participants' - additional participants/guests may be invited to join, as well as 'Remove' participants button.
- 'Start Video Call' - participants can start a video chat at any time
- 'View Files' - attach photos, videos or documents to the message
- 'Download Transcript' -
- 'Archive' - end the message. Note: only the message creator may Archive a message.
- Message chat window - where messages will appear
- 'Message' - participants may type their chat message, then hit 'Send'
- 'Send' - click to send a chat message
- click this icon to upload a document, video or photo file
- click this icon to upload a photo from your device's camera or photo gallery