The secure messaging feature lets you communicate directly with your participants, exchange files, and keep track of several cases at once.

Prerequisites

Messaging must be enabled for your account.

Open a conversation

Each participant has exactly one conversation. It's created automatically as soon as you or your participant send the first message.

  1. Click Cases in the sidebar.
  2. Select the right participant from the list, or use search to quickly find a specific case.

Send a message and attach files

  1. Write your message in the conversation's text field.
  2. Use Add attachment to attach one or more files, for example images, PDFs, or Word documents (up to 25 MB each).
  3. Click Send (or use Ctrl/Cmd+Enter).

Manage several conversations

You'll usually have several open cases at once. Use the sidebar filters to stay on top of them:

  • All cases – every conversation
  • My cases – only your own conversations
  • Open cases – cases still waiting for a reply

If a colleague is currently handling the same case, you'll see an "In progress by …" notice. This prevents two people from replying to the same participant at the same time.

Mark a case as done

As soon as you reply to a participant, the conversation is automatically marked as done. If the participant writes again, it automatically reopens. You can also mark a conversation as done manually at any time using Mark as done.

Copy an attachment to the participant journal

If a message from your participant contains a file attachment, you can copy it directly into the participant journal using Copy attachment to patient file, if that feature is enabled for your account.

For a one-off confidential document without an existing conversation — for example to a third party without a MeetOne account — use Secure documents instead.

Common problems

  • I can't send a message. Check your internet connection and whether there's an active connection to this participant.
  • The attachment is rejected. Check the file size (max 25 MB per file) and use a supported format.
  • I don't see the messaging feature. It may not be enabled for your account — contact your organization administrator or our support team.

Still have questions? Contact us at support@meetone.io.