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Step-by-step guides, video tutorials, and admin resources for QliqCHAT, Quincy, digital forms, and Virtual Visits. Looking for answers rather than how-tos? See the FAQs.

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For administrators QliqCHAT apps Quincy Virtual Visits

18 resources

Administrator guides and training.

DOCAdministrative permissionsWhat each administrative permission allows the admin user to do. PDFSetting a welcome message (Virtual Visits and QuincyCHAT)Bridge patient wait times with customizable SMS welcome messages in your widget settings. PDFConfiguring +SignSet up and manage the +Sign widget; create and edit templates for agent use. PDFBuilding scored formsAdd scoring to an existing form. PDFScored forms reportingView score trends and recipient details. PDFInbound texting setup for QuincySet up inbound texting for patients, caregivers, and external partners. ARTICLEOffboarding best practicesThe safest, most effective way to offboard an employee in your QliqSOFT environment. VIDEOQuincyCHAT demoSecurely text both staff and patients from the QliqCHAT app. PDFAutomated campaign guideCreate automated campaigns for pre-scheduled, multi-patient engagement. VIDEOStatus updates and notificationsStay updated on QliqSOFT issues: bookmark the status page and subscribe by email or text. PDFWindows installation guideInstall QliqCHAT on Windows by command line or setup wizard; uninstall likewise. VIDEOPlus Chat and Virtual Visits setupSet up users and widgets for QliqCHAT and virtual visits, mobile and desktop. VIDEOUser management and setting up adminsSet up and edit users and admins with associated permissions and settings. VIDEOChatbot build best practicesBuild chatbots in the design studio to maximize patient engagement. VIDEOQliqCHAT device reportReview users transitioning from QliqCONNECT to the QliqCHAT app. VIDEOAdvanced form design and deploymentAdvanced form features, sub-forms, and attributes for personalized interactions. PDFQuick Forms module user guideAdvanced customization of electronic forms across the QliqSOFT ecosystem. VIDEOBasic form design and deploymentSet up electronic forms so patients provide information through chatbot fields.
16 resources

QliqCHAT app guides and tutorials.

VIDEOSending the first messageSearch contacts, add subjects and priority tags, and create group chats. PDFQliqCHAT apps user guideEverything you need to know for the mobile app. ARTICLEHow to archive messagesClean up threads while preserving records; view archived messages from the profile icon. VIDEONew user setupSecure messaging, group chats, quick messages, and call escalation for on-call staff. PDFVisit Path desktop quick referenceClock-in/out, SOS alerts, and real-time team coordination. PDFVisit Path mobile quick referenceThe same field-staff tools on the mobile app. VIDEOArchiving messagesArchived messages are stored for long-term records, not deleted. PDFOptimizing push notificationsTrack, alert, and guide users to resolve device setting issues. ARTICLEUnlocking your deviceLog in, go to Devices, select the user, and click Unlock App. VIDEOBroadcast messagingSet permissions, then broadcast to all or specific groups. VIDEOAdvanced features and functionalityMastering the QliqCHAT mobile and desktop apps. VIDEONew user orientation videoEssential features walkthrough for a smooth onboarding. VIDEOQliqCHAT orientation webinarHow the platform streamlines healthcare communication. VIDEOQliq Assisted Call trainingConnect with patients and staff through caller-ID-masked calling. VIDEOOnCall trainingOnCall scheduling and routing for better coverage. PDFMobile quick start guideConversations, schedules, call history, contacts, and files.
7 resources

Quincy training and guides.

VIDEOCapturing SDoH data with digital toolsAddress patient needs, capture SDoH data, and improve access. VIDEOChatbot Design Studio: basic trainingThe upgraded chatbot creation experience, comprehensively. VIDEOPlus Chat overviewStart a conversation with a single patient. VIDEOBranding guideBrand chatbots with logos and colors for a trustworthy patient experience. PDFWhat each chime representsChime meanings for agents triaging messages and waiting rooms. VIDEOAgent workflows in patient communicationsPlus Chat, Virtual Visits, and chatbot conversations routed back to agents. VIDEOChatbot Design Studio: advanced trainingAttributes, validation, and linked messages.
7 resources

Virtual Visits guides.

PDFScreen sharingInitiate and manage a screen sharing session. PDFVirtual Conversations module user guideConnect with patients by chat, voice, and video. VIDEOStarting the first visitInitiating via Plus Chat, the waiting room, sending forms. VIDEOPatient device troubleshootingTroubleshoot patient audio and video by device. VIDEOA guide for patientsHow patients access and use Virtual Visits. PDFStaff device troubleshootingTroubleshoot staff audio and video by device. PDFAdding a third partyAdd a third participant to a virtual visit.