Support

Conversations

Start a conversation

There are three ways to start a conversation. Each may be convenient for you at different times.

• login to medCrowd
• use the add conversation button at the top-right of any page,
  or
• from your logged-in homepage, find the conversations bar on the left and click on its add icon
  click the medCrowd logo on any page to get to your homepage
  or
• to start a conversation and share it with a team, navigate to the team's page by clicking the team's name under My teams on your logged-in homepage
• click Start a conversation

...then:

• enter the new conversation's title and description. The description will often take the form of a question you'd like participants to answer.
• click Start to start the conversation and invite any specified invitees

NB: You can tag SNOMED concepts in your conversation description.

Conversations

Invite Participants to a conversation

Until you invite participants, no one can see your conversation. To invite participants:

• navigate to your conversation
• if available, click on the contacts icon
  or
• click on the settings icon
• click conversation Invites in the drop down menu
• click the box in the conversation Invites popup, to reveal a list of teams and contacts you may invite
  or
• start typing the email address of the person you wish to invite
• click 'Save'

Conversations

Remove Participants from a conversation

To remove participants from a conversation:

• navigate to your conversation
• click on the settings icon
• click conversation Invites in the drop down menu
• click on the small x to the right of the team or individual you want to remove from the conversation
• click 'Save'

Conversations

See Who Else is Invited to a conversation

You can see who else is invited to a conversation at the top of the conversation.

• navigate to your conversation
• underneath its name, date and description, conversation members, and invited teams, will be listed

Conversations

See Who Else is in a conversation Right Now

You can see who is online and viewing a conversation you are viewing.

• navigate to your conversation
• find the box that reads, 'Type your response here'
• just above this field, you will see e.g. 'You are the only person live now in this conversation' or 'You and name are live now in this conversation'

Conversations

Edit a conversation

You can edit any conversation you started.

• navigate to your conversation
• click on the settings icon
• select the conversation Settings link from the dropdown menu to change the title, description or optional ID of your conversation
• click 'Save'

Conversations

Respond to a conversation

You can respond to any conversation that you're invited to.

• navigate to the conversation
• find the box that reads, 'Type your response here'
• enter any text you wish to
• click the Submit button to the right of the box you typed your response in - or hit TAB and then ENTER on your keyboard - to save your response

Conversations

Respond to a Response

You can respond to a specific response in a conversation that you're invited to.

• navigate to the conversation
• hover your mouse over, or click on, the response you want to respond to
• click the respond icon
• find the box that reads, 'Type your response here'
• enter any text you wish to
• click the Submit button to the right of the box you typed your response in - or hit TAB and then ENTER on your keyboard - to save your response

Conversations

Withdraw a Response

You can withdraw a response you made in a conversation that you're invited to – or any response made in a conversation you own.

• navigate to the conversation
• hover your mouse over, or click on, the response you want to withdraw
• click the withdraw icon
• click "Yes – withdraw" to confirm

Conversations

See More Details About a Response

You can see the date and time a response was given in a conversation that you're invited to, and how many conversation members have seen it.

• navigate to the conversation
• hover your mouse over, or click on, the response you want to see more details about
• click the more details icon

Conversations

React to a Response

You can react to a response in a conversation that you're invited to.

• navigate to the conversation
• hover your mouse over, or click on, the response you want to react to
• click the reaction icon
• click on the reaction you want to leave

Conversations

See Reactions to a Response

You can see reactions other conversation members have left to responses in a conversation that you're invited to.

• navigate to the conversation
• find the reaction count on the response you want to see more reactions information for
• click the link that says e.g. 5 reactions
• a popup will appear to show you which reactions have been made, and who made them

Conversations

Tag SNOMED Concepts in a conversation

You can tag SNOMED concepts in conversation descriptions (owners) or responses (any participant).

• navigate to (or start) a conversation
• if you start a conversation you can tag SNOMED concepts in its description:
  
  • click on the settings icon for an existing conversation,
    or click on the description box of a new conversation
  • ensure the SNOMED reference set you want to use is selected from the dropdown list immediately below the box
  • enter any text you wish to in the conversation description field, tagging the SNOMED concept you wish to use by adding an # symbol followed by part or all of the SNOMED keyword, e.g.
    #infection
  • a drop-down list containing SNOMED concepts relating to what you typed will appear
  • choose the correct match from the dropdown list of concepts that appears
    NB: this dropdown list can be scrolled
  • hit ENTER on your keyboard to save your response
  
  
• or,
  any participant in the conversation can tag SNOMED concepts in a conversation response:
  • find the box that reads, 'Type your response here'
  • ensure the SNOMED reference set you want to use is selected from the dropdown list immediately below the box
  • enter any text you wish to in the response field, tagging the SNOMED concept you wish to use by adding an # symbol followed by part or all of the SNOMED keyword, e.g.
    #infection
  • a drop-down list containing SNOMED concepts relating to what you typed will appear
  • choose the correct match for your response from the dropdown list of concepts that appears
    NB: this dropdown list can be scrolled
  • click the Submit button to the right of the box you typed your response in - or hit TAB and then ENTER on your keyboard - to save your response

Conversations

Mention Other Users in a Response

Mention users you're connected to in your response

• navigate to your conversation
• find the box that reads, 'Type your response here'
• enter any text you wish to, along with an @ symbol followed by your contact's name e.g.
  @jane smith
• click the Submit button to the right of the box you typed your response in - or hit TAB and then ENTER on your keyboard - to save your response
• your contact will receive a notification letting them know they've been tagged

Conversations

Use Font Styles in conversation responses

You can use font styling in your conversation responses.

• navigate to your conversation
• find the box that reads, 'Type your response here'
• enter any text you wish to, using the following symbols to enhance your text:
  • surround words with a _ to make words italic e.g.
    _italicise_
  • surround words with a * to make them bold e.g.
    *bold*
  • surround words with a ` to use a monospaced font e.g.
    `monospace`
  • press ENTER for a new line
• click the Submit button to the right of the box you typed your response in - or hit TAB and then ENTER on your keyboard - to save your response

Conversations

Add Attachments to conversation responses

You can add attachments to your responses. Your attachment will be clickable in your response. Clicking it will reveal a thumbnail and give the opportunity to View or Download the file.

• navigate to your conversation
• find the box that reads, 'Type your response here'
• click the add icon to the left of the response field
• click 'Upload file' and select the file you wish to attach from your computer
• if you want to, you can add edit the filename that will appear to other users, and add any response text you wish to accompany this file
• click UPLOAD to save your response and attachment

Conversations

View or Download a PDF or Excel Spreadsheet of your conversation

If you started a conversation, you can view or download it in PDF or Excel format.

• navigate to your conversation
• click on the more actions icon
• click either on the PDF or the Excel link
• the PDF will open in a PDF viewer. Download and save this in the location you desire
• the Excel file will automatically downloaded into the default "downloads" location on your device

Conversations

Video Conference in a conversation

If a conversation is enabled for video conferencing, you can chat with other conversation members in real time from your browser.

• navigate to your conversation
• click on the more actions icon
• select the Join video conference link from the dropdown menu
• click the Connect button to begin your video conference

Video conferencing requires recent versions of your operating system and recent versions of Chrome, Firefox, or Safari 11 or Edge 79 or greater:

Conversations

Answer Polls in a conversation

Some conversations have Polls. Answering a poll may be mandatory in order to participate in the conversation.

To answer a Poll:

• navigate to your conversation
• the poll or polls linked to this conversation are listed below the conversation's description
• expand a poll by clicking its name or its expand icon
• answer any questions, then click the Submit button

Polls are labelled to help you understand their status:

Conversations

View a conversation's Stats

Any member of a conversation can find out the engagement data of a conversation, including:

• the number of current participants
• the time to the first response from a participant
• the number of participants who responded
• the number of responses from participants
• the % of participants who have responded
• …and a list of who has seen the conversation

To see all of this information,

• navigate to your conversation
• click on the more actions icon
• select the conversation stats link from the dropdown menu

Conversations

Add Files to a conversation

Conversation owners can add files that relate to their conversations. These files will appear at the top of the conversation, under the description. To add files:

• navigate to your conversation
• click on the more actions icon
• select the Add files link from the dropdown menu
• click Include Files and select the file(s) you wish to attach from your computer
  OR
• drag the file(s) you want to upload into the file attachment area (surrounded by a grey dotted line)
• click UPLOAD to save your response and attachment

Conversations

Transfer Ownership of a conversation

You can transfer ownership of a conversation to your Contacts

• navigate to your conversation
• click on the settings icon
• click Transfer conversation under Advanced Settings
• select the user you'd like to give the conversation to from the drop down list
• click Transfer conversation to confirm your choice

Conversations

Close a conversation

Your conversation can either be Closed (e.g. visible only to you, in a 'read-only' way)
or
Closed While Allowing Invitees to Retain Access (e.g. no further responses or interactions can be made, but anyone who has access to the conversation will be able to see it in a 'read-only' way).

• navigate to your conversation
• click on the settings icon
• click Close conversation (under Advanced Settings)
• click Close conversation and select your preferred style of closure from the drop down menu

Conversations

Re-open a conversation

A closed conversation can be re-opened at any time. Anyone invited to the conversation will be able to interact with it as they could before it was closed.

• navigate to your conversation
• click on the settings icon
• click Re-open conversation (under Advanced Options)
• click Re-open conversation to confirm the action

Conversations

Responding to a Screener or Contract (Invitees / Applicants)

Some conversations have screeners or contracts, which ensure conversation participants meet the conversation owners' needs and help invitees / applicants understand the expectations of them, and what they should expect in turn, during their participation in the conversation.

When you submit a screener or contract, it will be presented to the conversation owner, who will then approve or decline your participation in the conversation.

If a screener or a contract appears when you are trying to access a conversation:

• fill in any screener forms carefully and accurately, and click the Save button to submit
  and / or
• be sure to read any contract text carefully before clicking the I Agree and wish to proceed button
• check your email or mobile for a notification from medCrowd - once the conversation owner approves or declines, you will receive an alert

Nb: screeners or contracts may be applied to multiple conversations. When you complete a screener or contract, this applies to all conversations that use that screener or contract. If a screener or contract is changed, you will be asked to sign it again.

Teams

Start a team

• from your logged-in homepage, find the My teams bar on the left and click the add icon
  click the medCrowd logo on any page to get to your homepage
• give your team a name that will be meaningful to any members you invite, then click Next
• select who can start a conversation within this team, then click Next
• select who can apply to join the team, then click Next
  recommended settings are set as default
• select who can view the team page, then click Next
  recommended settings are set as default
• click Create
• your team will now be able to be viewed under the "My teams" section on the homepage. You can click on the team's name to access it.

Teams

Invite Members to a team

There are two ways in which you can invite participants to join a team. For both ways, the participant must join medCrowd.

For teams configured to allow people to apply to join:

• Send the link to the team's page to the participant, where they will be able to select "apply to join" this team.
• You will receive a notification from medCrowd stating a participant has requested to join - use the link in this notification to Approve or Decline the application
• Once the applicant has been approved, they will become a team member and have access to the team page and any conversations shared with the team

or:

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to invite someone to
• click Members to reveal a drop down of all the members of the team, plus invitees
• enter the email address or mobile number of the person you want to invite
  if the invitee is already a medCrowd user, use whichever they are registered with: their email address or mobile number
• click Invite
  Think the person you invited forgot the invitation?
  You can send a reminder from the team page
• once the invitee accepts the invitation to your team, they will become a team member and have access to the team page and any conversations shared with the team

Teams

Make a team Member an Administrator

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to add an Admin to
• find the person you want to grant Admin privileges to in the Members List
• tick the check-box in the Administrator column of their row

Teams

Remove a team Member

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to remove a member from
• find the person you want to remove in the Members List
• click the red Remove button in their row

Teams

Remove Administrator Privileges from a team Member (or Yourself)

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to remove an Administrator from
• find the person you want to remove Admin privileges from in the Members List
• untick the box in the Administrator column of their row

Teams

Leave a team

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the red Leave this team button at the top of the page
  or
• if you are an administrator, expand the Members list, and find the Leave this team button in the row next to your name
• click Yes – leave to confirm your choice

Teams

Change the Name or Description of a team

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to edit
• click on the settings icon
  towards the top right of the screen
• click team Settings from the drop down menu
• make any changes to the title or description, then click Save

Teams

Delete a team

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to delete
• click on the settings icon
  towards the top right of the screen
• click Delete team
• confirm your choice by clicking Yes - Delete

See all conversations Relating to a team

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to see conversations for
• select the conversations drop down menu to expand it; any conversations shared with this team will be displayed here

Teams

See all Members of a team

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to see the membership of
• select the Members drop down menu to expand it, if it is not already expanded; any members of this team will be displayed here
• if you are an admin, you will be able to invite new members, remove members or promote members to admin from this screen

Teams

Add a Banner and Icon to a team

You can add a Banner and an Icon to your team. These will be displayed at the top of your team page, and – if the team can be seen in any searches or lists – the icon will be displayed next to your team name there, too.

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to add a banner or icon to
• click the settings icon
• select Icon & Banner from the dropdown menu
  OR
• from your team page, click on the default banner or icon
  THEN
• click the Choose file button for whichever element you'd like to add
  Top Tip: upload your company logo for an icon, or an image related to the topic under discussion for a banner
• you will see the image in a preview
• if you are happy with this image, click Submit
• you can delete any previous banners / icons and return to defaults by selecting Delete from this popup

Teams

Add Files to a team

You can add a Banner and an Icon to your team. These will be displayed at the top of your team page, and – if the team can be seen in any searches or lists – the icon will be displayed next to your team name there, too.

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to add files to
• click on the more actions icon
• click the Add files link from the dropdown menu
• click Include Files and select the file(s) you wish to attach from your computer
  OR
• drag the file(s) you want to upload into the file attachment area (surrounded by a grey dotted line)
• click UPLOAD to save your response and attachment

Teams

Edit team Access

You can decide who can start a conversation with your team, who can apply to join your team, who can view your team's page (for example if they see your team listed as being invited to a conversation) and whether your team should be listed on the All teams page.

You will be asked to set these preferences when you create a team. You can also update these settings later on:

• from your logged-in homepage, find the My teams bar on the left
  click the medCrowd logo on any page to get to your homepage
• click the name of the team you want to set the access options for
• click on the settings icon
• click the Access link from the dropdown menu
• choose the access settings that suit your team's needs
• click Save to confirm your choices

Teams

Find teams to Join Or Share conversations With – Or Let Your team Be Found

The All teams page is a list of teams that to allow users to find them – either so that users may apply to join, or so that non-members may share a conversation with the team.

To enable your team to be found on the All teams page:

• Edit who can see, access and share conversations with your team, being sure that the 'Make this team publicly visible on the All teams page' option at the bottom of the settings is ticked

To find teams you can apply to join or share conversations with:

• from your logged-in homepage, find the All teams button on the left and click it

Profile & Settings

Change Your Password

• Logged in?
  Click the arrow next to your name in the header navigation
• Click Settings
• Choose 'Password'
• Fill in the form and click Save; or
  
  
• Logged out?
  Click Login and then follow the 'Forgot your password?' link
• use the form to send a Password Reset email to the email account you are registered to medCrowd with
• click the Reset Password link in the email,
• Fill in the form and click Reset my password now

Profile & Settings

Change or Add Email Addresses

You can have one or more email addresses associated with your medCrowd account.

• login to medCrowd
• click the arrow next to your name in the header navigation
• click Settings
• choose 'Email Addresses'
• edit your email address settings for current email addresses; or
• delete an email address by clicking Delete; or
• use the form to add new email addresses

New email addresses will need to be verified. Check your email account for a mail from medCrowd and click Verify Now.

Profile & Settings

Change Your Profile

The information in your profile will be displayed to any medCrowd members who click your name e.g. when you've left a respond to a conversation.

• login to medCrowd
• click the arrow next to your name in the header navigation
• click Profile
• use the form to edit your info as desired
• click Save

Profile & Settings

Delete Your Account

We're sorry you are considering deleting your account. If you're certain you want to delete:

• login to medCrowd
• click the arrow next to your name in the header navigation
• click Settings
• choose 'Delete Account'
• read the advice on what account deletion entails
• if you wish to proceed, click 'I understand - please delete my account' to confirm

Users & Connections

See Who a User Is

User Profiles let you know who another user is.

• User profiles
  Click on a user's name or photo anywhere in the site to see a profile showing their name, country, primary speciality and experience level.

Users & Connections

Connect with Another User

Connections make it easier to start conversations with others.

• Connecting:
  click the user's picture or name, and then - in the mini-bio or profile page,
• click the Connect button
• when the other user accepts your connection request, you will be connected
• Seeing your connections:
  login to medCrowd
• click the arrow next to your name in the header navigation
• click Connections

Users & Connections

Disconnect from Another User

• login to medCrowd
• click the arrow next to your name in the header navigation
• click Connections
• click Disconnect for any user you no longer wish to be Connected to

Notifications

Set Your Notifications Preferences

You can manage your notification settings to ensure you get as many or as few notifications as you need.

• login to medCrowd
• click the arrow next to your name in the header navigation
• click Settings
• click Notifications (in the left menu)
• choose the preferences that suit you
  Email notifications can be sent Immediately (as things happen), Daily (in a digest format).
  Text notifications are sent as things happen.
• when you are finished, click Apply Notification Settings
  select Apply in future to apply these changes ONLY to any conversation or team created in future
  select Apply in future and to all existing conversations & teams to both apply these settings in future, and override any previously configured conversation or team to use these new settings

NB: the main Email and Text notification settings are saved automatically when changed.

Notifications

Set Up team-Specific or conversation-Specific Notifications

You can configure any team or conversation to send you as many or as few notifications as you need.

• login to medCrowd
• click the name of the team or conversation you'd like to configure notifications for
• click on the settings icon
• click My Notifications to open the notifications panel (nb: in some cases this will open automatically)
• choose the preferences that suit you and click Apply Notification Settings

Notifications

Set Your Notifications Email

• login to medCrowd
• click the arrow next to your name in the header navigation
• click Settings
• choose 'Email Addresses'
• find the email address you want notifications delivered to and click Make Primary in its row; or
  use the form to add new email addresses

New email addresses will need to be verified. Check your email account for a mail from medCrowd and click Verify Now.

Notifications

Set Your Notifications Mobile Number

• login to medCrowd
• click the arrow next to your name in the header navigation
• click Settings
• choose 'Mobile Numbers'
• add all mobile numbers that others are likely to use to communicate with you to ensure you can participate

New mobile numbers will need to be verified. Check your phone for a text from medCrowd and enter the verification code on this page.

See and Act On Pending Applications

• login to medCrowd
• click the Pending Applications button on the left

Supported Browsers

medCrowd is built for the latest device and desktop browsers - with JavaScript enabled. For best results, use one of the browsers listed below and update your browser to its latest version.

medCrowd may work in other or older browsers, but you could see limited functionality and impaired styling.

If you are using one of the above browsers with JavaScript enabled and medCrowd fails to work, you have found a bug. Please report bugs to support@medcrowd.com.

Misc.

Glossary