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Chat Center for Admin

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Introduction: The PrognoChat popup is a centralized interface in PrognoCIS that allows Admin users to manage, monitor, and respond to all patient chat interactions in real time from a single location. It provides visibility into all conversations with clear status indicators, helping ensure that patient queries are tracked and addressed promptly. Admins can initiate new chats, assign or reassign conversations, participate in group chats, and oversee ongoing interactions to maintain efficient communication workflows. The interface also includes search and filter options to quickly locate chats, along with access to patient details, appointment history, and the ability to save chat transcripts for documentation. Additionally, Admin users can configure chat settings such as user access, categories, auto-close rules, clinic hours, and after-hours messages to align the system with organizational requirements. 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 Admin 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. User Filter: Provides a dropdown selection to filter conversations assigned to specific staff members, available to administrative users. 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 Admin user. Active Tab: Shows all ongoing conversations that are currently open and assigned to the Admin 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. Chat Center Settings Icon: Opens the PrognoChat configuration panel where administrators manage access, categories, timings, and system behavior. User Access Live Chat Access Field: Defines which users are granted permission to access and use the Chat Center feature within the system. Group Chat Access Field: Controls which users are allowed to participate in multi-user conversations with patients. Time and Location Auto Close Chat Settings Field: Specifies the inactivity duration after which a chat is automatically closed by the system. General Settings and Configuration Allow Patients to End Chat Toggle: Enables or disables the ability for patients to close their own chat sessions from their interface. Available Chat Categories Field: Allows administrators to create, modify, activate, or reorder chat categories used during conversation initiation. Clinic Availability and Hours Field: Specifies the inactivity duration after which a chat is automatically closed by the system. Hours Auto Response Message Field: Configures the automated response sent to patients when messages are received outside defined clinic hours. Chat Center History Icon: Displays a detailed audit log of all chat sessions including participants, duration, category, and closure 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 Admin user starts typing. Once message is typed, Admin 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 Admin 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. The Delete chat icon allows administrators to permanently delete selected chat history after confirmation, with actions logged for audit purposes.