Messages, Notes & Notifications
How do I send a message (chat) with a client?
Log in to your provider account at https://provider.equi.life/ and follow these steps:. 1. Click the Message tab on the left side bar. 2. Search for a client, and select the client you wish to start a chat with. This opens a new chat screen where you
How does a client message (chat) with me?
Once your client is logged into their client account at https://myhealth.equi.life/, they click on the Messages link in the left hand navigation bar. A red dot appears whenever there is a new message. A client can only initiate a chat with a provider
How do I receive a message (chat)?
After logging into the Provider portal at https://provider.equi.life, click on the “Message” link on the left hand navigation bar. A red dot appears whenever there is a new message.
What does a message (chat) look like?
When you click on the Message icon, a message box will appear.
What does a client see in their account prior to initiating a chat?
If a client has not had a coaching call completed, they will see the following screen:. You can initiate a chat with a client at any time, however. Client's currently only have the ability 2 weeks after a coaching call.
Can I search through messages (chats)?
Yes. You simply put your client name within the search box to find their specific messages.
Can I delete a chat?
No, all chat messages can not be edited or deleted. They are considered part of a client’s health records.
Will I receive a notification when I receive a new chat?
There are no email notifications for new chats. To view new chats, log into your provider.equi.life account. New chats will be visible by a red number icon on the left hand bar of your side panel.
Can I send attachments in chat?
This functionality will be included in a future release.
What happens when I lock a chat?
Clients can no longer respond in the thread. Chats will automatically lock ending 14 days after a lab review call. The client will still see the chat thread in their myhealth.equi.life account, however they will see a message at the bottom saying "th
Can I send a message to a client after it's locked?
Yes - if for any reason you need to reopen a thread with a client, you will have the option to reopen it. Within the locked thread, type the message you want to send, hit the send button which prompts a message asking if you want to unlock and send t
What does the Resolved Icon do?
If there is a chat that feels complete and you want to move it out of the top most visible chats, by marking it as resolved, it moves out of view into the list of resolved chats. You can filter by Resolved to check through all resolved tickets.
Did chat messages from the prior Coaching Portal transfer into the EquiLife Health Portal?
Unfortunately, chat for the prior Coaching Portal did not transfer over to the EquiLife Health Portal.
What happens if a client responds to a ticket marked as resolved?
If a client responds to a ticket you marked as resolved, it will remove the resolved status and return to the top of your chats.
How do I create a Note?
From your provider.equi.life account, navigate to a client’s profile and locate Notes card:. Click the yellow notes icon to start a new note:.
Can I delete a note?
Published notes cannot be deleted, as they are part of a health record. Draft notes can be deleted. Published notes can be edited within one hour of publishing. If you published a note that was meant for a different client, email [email protected]
What does the "flag" icon do do?
By flagging a chat it allows you to filter on it. The purpose behind it is so that you can easily come back to any messages that are important - like a reminder flag. The flag can then be cleared by clicking the flag next to that specific chat once t
Are notes visible to clients?
No - notes are only visible to Providers who have health records access, and to EquiLife' admins. However if a client requests their full health records, we are required to include notes.
What is a pinned note?
By pinning a note, it keeps it at the top of a User's Note card. This can be used to document important things about a client, for example - "Client is vision impaired and requests phone call only". A note can be unpinned at any time.
Do notes autosaved?
Yes, you will notice at the top of a draft note the word 'saved' once the auto save applies. However, a draft note is only visible to the provider who initiated the draft. The note must be published to be visible to other providers.
How do I tell if a note is a draft or published?
Draft notes have the yellow icon next to it. Published notes do not have any icons.
How do I reopen a draft note to publish it?
Click on the draft note, which will pop it open to allow you to continue editing if needed. Once ready to publish, click the publish button.
How do I view a timeline of all notes for a specific client?
Within the user profile, Notes card, click on View all Notes. This opens a timeline view of all notes for that specific user and allows you to add a new note at the top.
How do I create a note template for reuse?
From a client's Note Card, click the Template Button. This opens a blank template screen, allowing you to add a title and text to save and reuse as a starting point for a new note for any client. Once the template is saved, it will appear as a drop d