Skilled Nursing Facilities

Setting up Conversation Groups 

Conversation groups can help include team members as part of a Secure Conversation, similar to an email distribution list. Facilities can setup groups for Resident Centric, General and Cross-Facility Conversations (for multi-facility 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 Admin > Setup menu.

Cross-Facility Groups are visible at the Facility 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

  • Facility > Admin > Setup > Secure Conversations Setup >Groups Setup.

Cross-Facility Conversation Groups

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

  1. Click New Group (at facility 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-Facility Conversation groups can be created only from the Management Console level and are read-only from the facility level.

  • Resident-centric and General Conversation groups can be created only from the Facility 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-Facility).

  • 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-Facility Conversation Groups

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

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