Starting a Care Team Chat from the Patient List

You can select a patient from your list of patients and start a group chat with some or all of the members of the patient's care team, with the patient as the context of the group chat.

  1. Follow the instructions in Viewing Patients to find the patient. Tap the name of the patient to display the Patient Workspace screen.

  2. To start a conversation with the entire care team, tap the dots to the right of the patient name. A Care Team icon appears:

    Tap this icon to start the conversation with the care team.

  3. To start a conversation with selected members of the care team, tap the Chat icon at the bottom right.

    A list of the care team members appears.

  4. You can start a group chat with multiple members of the care team or start a chat or call with a specific care team member.
    • To start a group chat with multiple members of the care team, tap Multiselect, select the members that you want to include in the chat, and tap Start.

    • To start a group chat with a care team member, tap the name of the care team member.

    • To start a call with a care team member, tap the profile picture or initials of the care team member. See Calling from a Profile Picture for more information on how to start a call in this way.

    The chat starts.

  5. To add participants to the conversation after you have started it, tap Info. A list of the conversation participants appears at the bottom of the screen.

    Note: To call a member of the care team that is participating in this conversation, tap the call icon to the right of the member's name.
  6. Tap the plus sign at the bottom right of the screen to add a participant. The list of care team members appears.

    Tap the name of a care team member to add him or her to the conversation. To add multiple members to the conversation, tap Multiselect, select the checkboxes of the members that you want to add, and then tap Add.

Note: For information on how to add care team members to an existing patient conversation, see Adding the Care Team to a Patient Conversation.