Controlling Client's Access to Secure Messaging

Updating Direct Chat Access

You can update your clients' ability to send you direct chat messages.

⚠️ Heads up! When chat access is removed for clients, their historical 1-1 chats with that practitioner will also be removed from their client portal view.  

1. Go to Settings > Telehealth & Messaging
   
2. In the Direct Chat Access section, uncheck the clients who should not have access to send you direct messages from their Client Portal.
3. Or, click the checkbox beside clients who you want to have direct chat access. 
   
4. Click Save Changes near the top-right.

📍 Note: Clients will still be able to send and receive messages in group chats.

Disabling Direct Chat for New Clients

To prevent new clients from having direct chat access by default:

1. Go to Settings > Telehealth & Messaging
    
2. In the Chat Messaging section of your settings, check the option labeled "Disable direct chat for new clients by default."
   
    
3. Click Save Changes near the top-right.

This will ensure that any new clients added to your account won't be able to send you direct messages unless you manually enable it for them.