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Chat Center for Other Users

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Introduction: The PrognoChat enables non-admin (standard clinic users) to view, manage, and respond to patient conversations in real time within a unified messaging interface inside PrognoCIS. It provides access to assigned and available conversations, including Unread, Active, Unassigned, and Closed chats, allowing users to efficiently communicate with patients based on their role-based permissions and assigned responsibilities. Users can initiate new chats with patients, respond to ongoing conversations, participate in group chats (if enabled), and view patient information and previous chat history to ensure continuity of care. Advanced search and filter options help users quickly locate relevant conversations by patient details, category, or date, improving workflow efficiency and response time. Unlike Admin users, standard users do not have access to administrative controls such as Chat Center Settings and Chat Center History, ensuring that configuration and audit-level functions remain restricted to authorized administrative roles only. Field Description: Left Panel New Chat Button: A prominent button in the left panel that opens the Patients Search interface to initiate a new conversation with an eligible patient. Patient Search Field: A real-time searchable field that allows lookup of patients using multiple identifiers such as name, DOB, chart number, SSN, or phone number. Category Selection popup: A modal window prompting the user to select a predefined chat category to classify the purpose of the conversation before starting chat. Start Chat Button: Initiates a new chat session with the selected patient and assigns the selected category to the conversation thread. Search Bar (Chat List): Allows quick filtering of existing conversations by patient name or category using partial and case-insensitive search logic. Filter Icon: Opens the filter panel to refine chat results using multiple criteria, with a visual indicator when filters are applied. Category Filter: Allows filtering of conversations based on one or more selected chat categories to narrow down specific conversation types. Date Filter: Enables filtering of chats within a selected date range to review conversations from a specific time period. All Chats Tab: Displays all conversations including read and unread, with full visibility for admins and limited assigned visibility for regular users. Unread Tab: Lists all conversations that contain unread messages requiring attention from the logged-in user. Active Tab: Shows all ongoing conversations that are currently open and assigned to the logged-in user. Unanswered Tab: Displays conversations that are not yet answered and are available for pickup from the shared queue. Closed Tab: Contains completed conversations that have been marked as finished, accessible with date-based filtering. Chat List Item: Each row displays patient name, last message preview, timestamp, and category along with visual indicators for status. Center Panel Add to Medical Records Button: Saves the entire chat conversation as a structured document in the patient’s record for clinical reference and compliance. Mark Complete Button: Closes the active conversation after confirmation and moves it to the Closed tab, making it read-only. Add User Icon: Allows adding one or more staff members with group chat access into the current conversation for collaborative communication. Message Bubble: Displays chat messages in a conversational format with sender messages aligned right and receiver messages aligned left. Chat Input Bar: Shows “Type your message here...” before user starts typing. Once message is typed, user can take any of the actions next to the Chat Input Bar. Typing Indicator: Shows real-time typing activity such as “User is typing” or “Patient is typing” to indicate active message composition. Emoji Icon: Opens an emoji picker allowing users to insert emojis into messages with quick access to recently used icons. Attachment Icon: Enables uploading and sharing of documents or files within the conversation as per system-supported formats. Send Button: Sends the typed message instantly, with keyboard shortcuts such as Enter to send and Shift+Enter to add a new line. Info Icon: Toggles the visibility of the right-side panel that displays patient information and previous chats' without interrupting the chat session. Right Panel Patient Info Section: Displays key patient details including demographics, contact information, and visit history for quick reference during chat. Document List Icon: Provides direct navigation to the patient’s document list within PrognoCIS without exiting the Chat Center. Appointment History Icon: Opens the patient’s appointment history in a popup window for quick access to past and upcoming visits. Previous Chats Section: Lists recently completed conversations with the patient, allowing quick review of prior interactions in read-only mode.