Starting a Patient Conversation

You can select a patient and then start a conversation with the patient's care team member or any staff member.

  1. Do one of the following:
    • In the Home screen, tap the Chat icon at the bottom of the screen.

    • In the Menu screen, tap Staff Directory.

    The Start a Chat screen appears.

  2. Tap Patients in the green ribbon at the top of the screen to display your groups and your list of patients. You can do this only if your administrator has granted you permission to view patient data.

    If you do not have permission to view patient data, a list of patient locations is displayed.

  3. Do one of the following:
    • Tap a patient or location to select it as the context for your conversation.

    • Tap a group to display all patients or locations assigned to the group. Tap a patient or location in this list to select it as the context for your conversation.

  4. Select whether to call members of this patient's care team or to call other staff members:
    • In the ribbon at the top, tap Care Team. A list of care team members appears.

    • In the ribbon at the top, tap Staff. A list of your groups and favorites appears.

      Tap a group to display a list of its members.

    From this screen, you can also use a template to send a patient-related message. See Using a Template for more information.

    The Care Team and Staff options are available only if your administrator has granted you permission to view patient data. If you do not have this permission, you can only use a template to send a patient-related message.

  5. To start a conversation with a specific care team member or staff member, tap the name of this person.

    To start a conversation with multiple members, tap Multiselect and select the members to include in the conversation.

  6. The chat screen appears, listing the selected patient as the context for the new conversation.

    See Adding a Message for information on how to start this conversation.