Overview

With TDO Cloud, there is a Referral Chat feature that allows your Referring Doctor to communicate with you or someone in your office.  

Detailed Instructions

From within TDO:

Go to Messages in TDO and select Referral Chat to open the Referral Chat window to ensure someone in the office is available for any Referring Doctor who wishes to chat. This window must be open on at least one workstation in order for Referral Chat to function.

This window can be minimized (or moved over if you have a big monitor) at any time to allow you to work in TDO.

If minimized, there will be a ‘flower’ icon (TDO icon) on the task bar.

For your Referring Doctors:

Have your referring doctor log in to the Referring Doctor login area on your Website.

Once logged in, there will be a CHAT tab.

After clicking on the CHAT tab, the Referring Doctor will be able to see who is available to chat.

Have them select the Staff Member available you that they wish to chat with, and the Chat area will come up on the screen.

Start typing the message on the box at the bottom.

To submit the message, please hit the Enter key on the keyboard and the message will appear at the top of the Chat area.

How this will appear in TDO:

Once the Referring Doctor sends the message, the TDO “Chat” window will pop up on the screen with the Referring Doctor’s message.

To reply to a specific Referring Doctor’s message please click on the ‘dropdown’ button to select the Referring Doctor’s name (just in case there are multiple chat sessions with different Referring Doctors) and start typing your message.

 Click Send when your message is finished.

How this appears to your Referring Doctor:

The chat will show like the image below:

To end the chat session, the Referring Doctor can simple close the CHAT window.

Closing Referral Chat in TDO:

To close the Referral Chat window, simply click on the “X” button at the upper right corner. This way you or staff will will not show as available for future chat sessions on the Referring Doctor’s side if you are not actually at the workstation

Ensuring this works in a replicated environment 

At your secondary location (or any other location besides the primary) the workstation running the Referral Chat  MUST be able to ping the server on the primary location. If the VPN between locations is setup only for the servers, this will not work. The workstation MUST be able to ping the primary server.

This will likely require your IT professional to setup a VPN on the computer using Referral Chat at any location other than the Primary

Also, the workstations utilizing Referral Chat must not be logged in with the same TDO username. If they are logged in with the same username the messages from the web will display ONLY on the first TDO Chat that receives the message.

Staff must use different accounts if they want to be logged in on different locations at the same time.