What kinds of questions are appropriate for Chat?
Appropriate questions for Chat are questions that can be quickly answered.
Some examples would be:
- "Why can't I see my client's documents?"
- "How do I display inactive staff?"
- "Where is the "Medical Tab" in the Clients module?"
NOTE: Any question that is time consuming or would require research are better sent to us in a ticket so as to not tie up the Chat channel.
How do I start a Chat?
When a staff has permission to Chat with a Procentive Care Team Representative, they will see the Chat button in the top right corner of their window, next to the Help button.
Once you click the Chat button, the Chat window will open.
|1||Full Name||Enter your name as it appears in your agency's database.|
|2||Company||Enter the name of your agency as it appears in Procentive.|
|3||Your Question||Provide a quick synopsis of your question.|
|4||START CHAT||To connect to a Procentive Care Team Representative, click START CHAT.|
I started a Chat, now what?
Now you will get a response from one of our amazing Procentive Care Team Representatives!
|A||This is an auto-generated comment to let you know that your question has been submitted & a Procentive Care Team Representative will be with you very soon.|
|B||Once a Procentive Care Team Representative has received your question & begun to answer your chat, you will see that representative's name & 3 bouncing dots letting you know that help is on the way.|
|C||The initial response from the representative will replace the auto-generated comment.|
|D||To respond to the representative, enter your comment in the box & click the arrow.|
|E||Once your questions has been answered & the chat is finished, you can close the chat by clicking the X in the top right corner of the Chat Box.|
Click here to watch a Live Chat Demonstration Video.
If you have the ability to send tickets to Procentive & you would like to be able to utilize Live Chat, please send Procentive a ticket requesting this permission.