In order to activate the Connect feature, you will need to be a Team administrator with access to the Team Settings.
👇 Prerequisites
- Ensure the ''Connect" feature has been enabled for your Organisation. This is an add-on module that needs to be enabled by your Foxo Account Manager.
- You will need to be a Team administrator with access to the Team's Settings.
👇 Setup
For a complete guide on setting up Referrer or Patient Connect, use this Connect link and see it live in action.
1. Go to the Team that will be managing the incoming communication from "guest" users
2. Go to Settings (only Team administrators have access to the Team Settings)
3. Navigate to the Guests tab
4. Choose the Connect feature (Guest Team Type) you'd like to enable (Referrer Connect or Patient Connect). This will expose a new URL
5. Copy the unique URL
6. Scroll all the way down and click Save
7. Paste the copied URL in your preferred distribution method (i.e. report, email, embed in your webiste etc)
💡Good to know:
- Incoming Patient Cases will be labeled as "Patient"
- Incoming Referrer Cases will be marked with the label "Guest"
- External Cases follow the same workflow as internal Cases: they can be viewed, claimed, closed and shared with other Teams.
- If guest users close the chat window, they will be notified via email or SMS after 5 mins if the new activity is unread.
- All communication and documents contained in the chat are securely stored and can be accessed at any time.