> ## Documentation Index
> Fetch the complete documentation index at: https://trainings.air.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Messages

Air maintains an internal and external messaging functionality that lets sites communicate with other site staff, and directly with patients through the Patient Portal.

## Messaging from Insights

Messages in Insights can be accessed by clicking the **Messages** tab under **Utilities**. From there, the **DM** tab lists all existing chats for the user. To create a new chat, click **+ New Chat** at the bottom of the pane.

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_1.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=1384495fb4daa6678eaaefbd0418d5da" alt="Messages tab with DM list and New Chat button" width="636" height="1604" data-path="images/air_front_desk/communicate_with_patients/messages/messages_1.webp" />

To add recipients, type their names in the box containing **Start a new message**:

1. **External patients** are designated with `Patient: XXX`.
2. **Internal staff** show just their name.

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_2.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=631e95d0aee8f93549af1ec63227354d" alt="Patient recipient with Patient label" width="680" height="880" data-path="images/air_front_desk/communicate_with_patients/messages/messages_2.webp" />

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_3.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=f58556e96a00eeec3a6d6011a089cd19" alt="Internal staff recipient" width="854" height="846" data-path="images/air_front_desk/communicate_with_patients/messages/messages_3.webp" />

<Warning>
  Multiple recipients can be added to a message to create a group text. **Any recipients of a group text can see all other recipients — including external patients.** This is <u>not</u> a private text blast feature.
</Warning>

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_4.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=97adafa315cc6a2d75549bab3af61f17" alt="Group text with multiple recipients" width="1714" height="378" data-path="images/air_front_desk/communicate_with_patients/messages/messages_4.webp" />

From here, pressing **Enter** or clicking out of the recipient menu generates a new message window where you can type and send your message. Messages also support attaching files — click **+ Add An Attachment** at the bottom of the pane.

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_5.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=48e800c56d5bd44315108f332fd75f53" alt="New message window with attachment button" width="476" height="252" data-path="images/air_front_desk/communicate_with_patients/messages/messages_5.webp" />

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_6.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=90439dd78d4899eeed98470d96bdbbf7" alt="File attached in message" width="1708" height="444" data-path="images/air_front_desk/communicate_with_patients/messages/messages_6.webp" />

## New messages

New messages appear at the top of the messages list with an unread indicator. Clicking the message shows the full thread, where you can respond.

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_7.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=c35a63868f4feeed9df3bf9b836e6214" alt="Unread message at top of list" width="658" height="656" data-path="images/air_front_desk/communicate_with_patients/messages/messages_7.webp" />

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_8.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=d80eeaaa7d9cd89dd994941872cba06c" alt="Opened message with response field" width="1730" height="1494" data-path="images/air_front_desk/communicate_with_patients/messages/messages_8.webp" />

## Messaging from the Athelas Patient Portal

For patients, messages sent from Insights can be accessed in the Patient Portal. Patients are notified of new messages via text or email alerts.

<Columns cols={2}>
  <img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_9.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=8ddda92164f0712cbf181b80846d82bb" alt="Text message notification to patient" title="SMS notification" width="558" height="384" data-path="images/air_front_desk/communicate_with_patients/messages/messages_9.webp" />

  <img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_10.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=e1fe3fb6ef71bcc38ce505c8899eb17f" alt="Email notification to patient" title="Email notification" width="1822" height="950" data-path="images/air_front_desk/communicate_with_patients/messages/messages_10.webp" />
</Columns>

After logging into the portal, patients access messages via the **Messages** tab in the sidebar.

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_11.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=5c67e3e5b94385bdcf7eab8f0da387a1" alt="Patient portal Messages tab" width="564" height="782" data-path="images/air_front_desk/communicate_with_patients/messages/messages_11.webp" />

From here, patients can see existing conversations and send replies. At this time, patients **cannot create new conversations** from the portal — all conversations must be initiated by the provider or site staff.

<img src="https://mintcdn.com/training_air/OxPaVWnqMsaU_tFS/images/air_front_desk/communicate_with_patients/messages/messages_12.webp?fit=max&auto=format&n=OxPaVWnqMsaU_tFS&q=85&s=45769d0ebe095d2ef17106069821b6a3" alt="Patient portal conversation view" width="2876" height="1494" data-path="images/air_front_desk/communicate_with_patients/messages/messages_12.webp" />

### FAQ

<Accordion title="Can patients start a new conversation from the portal?">
  No. All conversations must be initiated from Insights by provider or site staff. Once a thread exists, the patient can reply freely from the portal.
</Accordion>

<Accordion title="How are patients notified of a new message?">
  Patients receive either an SMS or email alert (or both, depending on contact info on file). The notification links directly into the portal, where they can log in and respond.
</Accordion>

<Accordion title="Can I send a message to multiple patients at once?">
  Yes — add multiple recipients in the **Start a new message** box. **However**, all recipients (including patients) see each other's names in the thread. For private bulk outreach, use **Outreach Flows** or **Text Blast** instead.
</Accordion>

<Accordion title="Can I attach files in a message?">
  Yes. Click **+ Add An Attachment** at the bottom of the message pane. Attachments are supported for both internal staff threads and external patient threads.
</Accordion>

<Accordion title="Where do I find the Messages page in Insights?">
  Click **Messages** under **Utilities** in the sidebar. The **DM** tab shows all existing chats. The Notifications Center at the bottom of the sidebar also shows a count of unread messages and links directly to the thread.
</Accordion>
