Provider • Chat
Standalone submenu content with role-aligned workflow and execution checkpoints.
Overview
Chat is the direct communication channel for active client coordination and follow-ups. Use this for time-sensitive clarification during ongoing requests and appointments.
Workflow Execution Steps
- Open chat and select client conversation.
- Send focused operational updates or clarifications.
- Track unread/replies and keep thread actionable.
- Validate closure in source module status.
Reference Screenshots
