Backline: Start a New Chat With a Patient

This article discusses how you can set up a chat with your patient on Backline.

Start on the Backline sign-in screen and log in with your Email and Password.

Step 1: Select the Chats tab, then click the add icon mceclip0.pngon the bottom-left corner of the page.


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Step 2: Click Chat with Patient at the top-right corner of the window that appears.


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Step 3: Enter the patient's First NameLast Name, Date of Birth, a valid email or phone number, and your First message to patient. The rest of the fields are optional. Click Start Chat when you are ready.


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