The article explains how to update clients' direct chat access in Settings Telehealth & Messaging by checking or unchecking clients in the Direct Chat Access section and saving changes. Removing access deletes their chat history from the client portal. It also shows how to disable direct chat for new clients by default, requiring manual enabling. Group chat messaging remains unaffected.
In this article:
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. Consider giving clients a chance to export their chat history.
- Go to Settings > Telehealth & Messaging
- In the Direct Chat Access section, click the checkbox next to a client's name to update their access. A green check means they have access; no check means they don't.
- Optionally, use the checkbox at the top of the client list to select or deselect clients in bulk. If you need to disable or enable direct chat access for all clients at once, you can use this option.
- 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:
- Go to Settings > Telehealth & Messaging
- In the Chat Messaging section of your settings, check the option labeled "Disable direct chat for new clients by default."
- 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.