Team Chat

Communication done within your practice(s) is done in this section.

Create a Chat

1. Click on the individual user(s) or if sending to an entire group you can select the team from the team section in a one-click motion.

2. Enter the Message you would like to include.

3. Click Send.

Link Patient to Message

Linking a message to a patient will store the message in the patient’s profile to access later. 

1. Hover over the message and select Link Patient.

2. Search by patient name.

3. Confirm the correct patient is displayed and then select Link to Message.

Chat Reply

1. Hover over the message and select the reply arrow to send a reply back. 

2. Enter the message. 

3. Select ‘Send’.

Delete Chat

  • Hover over the message and click on the trash can icon on the chat.

Save Chat

  • Hover over the message and click on the floppy disk to save the chat.