Senior Living Communities

Setting up Conversation Groups 

Conversation groups can help include team members as part of a Secure Conversation, similar to an email distribution list. Communities can setup groups for Resident Centric, General and Cross-Community Conversations (for multi-community organizations only).

These conversation groups can be setup easily in Secure Conversations. Setup of Resident-centric and General Conversation groups can be accomplished through the Billing > Setup menu.

Cross-Community Groups are visible at the Community level, however can only be created and or edited from the Management Console level. Users must have security to the respective conversation types to be added to conversation groups.

Resident-centric and General Conversations Groups

  • Community > Billing > Setup > Secure Conversations Setup >Groups Setup.

Cross-Community Conversation Groups

  • Management Console > Standards > Financial Management > Cross-Community Conversations Groups Setup.

  1. Click New Group (at community level must select type of conversation group).

  2. Enter a Name of the group.

  3. Enter a Description for the group.

  4. Enter Selected User and select user(s) for inclusion in group.

  • Cross-Community Conversation groups can be created only from the Management Console level and are read-only from the community level.

  • Resident-centric and General Conversation groups can be created only from the Community level and are not visible from the Management Console level.

  • Click Printable View to print an expanded list of the conversation groups.

  • Edit and delete to make changes or delete the conversation group.

  • To be a Selected User, you must have access to that type of Conversation type (Resident-centric, General or Cross-Community).

  • Add users by typing in the Selected User box, remove users by clicking the ‘X’ next to the username. It is recommended to add no more than 20 users in a conversation group for speed in loading the group to a conversation.

  • Save & New allows you to save the current group and create a new group of the same type.

  • Name and Description fields can be up to 50 characters. There is no maximum for the Selected User field.

  • You must have security permissions to view/create Resident-centric and General Conversation Groups

    • Admin module > Setup – Secure Conversations (parent) > Conversation Groups = Read or higher

  • You must have security permissions to view/create Cross-Community Conversation Groups

    • EMC module > Setup – Cross Community Conversations (parent) > Cross Community Conversations Groups = Read or higher

  • To setup Cross-Community Conversation Groups, you must have Cross-Community Conversations enabled (for multi-communities only)