Skip to main content
Skip table of contents

Alpaca's Chat & Group chat

How to use chats

Clinics can use the chat function for quick and efficient internal communication between staff members. Doctors, nurses, and administrators can exchange messages in real time

Design

Снимок экрана 2025-03-26 в 12.11.50.png

Instructions

1. Accessing the Chat

  • Navigate to the chat section by clicking the chat icon on the left sidebar.

  • The screen will display available chat rooms on the left and the selected chat on the right.

2. Creating a New Chat Room

  • Click the "+" button in the "Chat rooms" panel.

  • Choose one of options (chat with employee, chat with administrator…)

  • Choose administrator or employee.

  • Chat is created!

  • If you want, you can add more members (just click to the settings icon and choose (Add employee or add administrator button)

3. Sending a Message

  • Click on an existing chat room to open it.

  • Type your message in the text box at the bottom.

  • Press Ctrl + Enter to send the message or click the icon of “paper airplane“.

  • It’s also possible to use emoji (click on emoji icon to choose)

  • It’s also possible to attach file (click on the clip icon to choose file from your computer)

  • Messages appear in blue bubbles with a timestamp.

Снимок экрана 2025-03-26 в 15.33.52.png

4. Chat settings

  • Click on the settings button on the left list of chats

Снимок экрана 2025-03-26 в 15.42.56.png
  • In settings there is an opportunity to change name of the chat, check the creation date and add members.

Снимок экрана 2025-03-26 в 15.40.59.png

Technical Specification

Screen Elements

  1. Chat Room List Panel

    • Displays a list of chat rooms with timestamps.

    • Includes a search bar and a button to create a new chat.

  2. Chat Window (Main Panel)

    • Displays selected chat messages.

    • Messages are color-coded with timestamps and sender names.

  3. Message Input Area (Bottom Panel)

    • Text input field with file attachment and emoji options.

    • Send button with shortcut key (Ctrl + Enter).

Functional Features

  1. Chat Room Management

    • Users can create new chat rooms.

    • Users can add/remove members.

  2. Messaging System

    • Supports real-time messaging.

    • Message status indicators (question) .

  3. File & Emoji Support

    • Allows file attachments.

    • Supports emoji selection.

Chat Groups


Navigation:

  • Chat Group Management: Directories → Chat Groups

  • Assign Groups to Patients: Directories → Contacts → Patient Card → Additional Info Tab → Chat Groups → +Add

  • Group Messaging: Main Menu → Chat → “+” → Send to Groups


Overview

The Chat Groups functionality introduces a structured way to manage and communicate with predefined groups of patients directly within the Alpaca system.
Clinics can now create dedicated chat groups, assign patients to them, and send group messages — improving coordination, engagement, and communication efficiency.


1. Chat Group Directories & Cards

Navigation: Directories → Chat Groups

This section allows administrators to create and maintain a list of chat groups used across the CRM and communication modules.

Available Actions:

  • + Create Record – Add a new chat group.

  • Search Bar – Find existing groups quickly.

  • Edit – Update group name or properties.

  • Hide / Unhide – Control visibility of inactive groups.

image-20250929-161631.png
image-20250929-161724.png

2. Assign Chat Groups to Clients

Navigation: Directories → Contacts → Patient Card → Additional Info Tab → Chat Groups → +Add

You can assign one or more Chat Groups to a patient directly from their Patient Card.
Assigned groups are displayed with a group icon and a delete option for easy management.

image-20250929-162021.png

3. Group Messaging

Navigation: Main Menu → Chat → “+” → Send to Groups

Users can now send messages to all members of a predefined chat group simultaneously.
Messages support:

  • Text communication

  • File attachments

  • Emojis and media

This makes it easy to share updates, reminders, or informational content with multiple patients at once.

image-20250929-162138.png
image-20250929-162229.png

Notes

  • Only authorized users with access to the Chat or CRM module can send group messages.

  • Groups must be created in Directories → Chat Groups before they appear in the Chat interface.

  • Messages sent to groups are delivered to all active members in real time.

  • Patient removal from a group immediately revokes access to ongoing group chats.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.