INTERNAL COMMUNICATION
One team. A shared conversation.
Keep staff conversations inside the practice workspace, separate from the messages your patients receive.
TEAM CONVERSATION
Keep the team in the loop.
The new patient paperwork is ready to review.
Thanks. I’ll take the next step.
Internal conversations stay separate from patient threads.
MADE FOR YOUR EVERYDAY
Less friction.
More room to care.
Talk to a teammate
Use internal conversations for quick coordination during the day.
Bring the group together
Keep shared discussions in group chats instead of separate personal text threads.
Separate talk from action
Use Tasks when a discussion turns into work that needs an owner.
A SIMPLER WAY THROUGH
A clear next step.
- 1
Choose the conversation
Open the relevant teammate or group chat.
- 2
Share the update
Give colleagues the context they need to respond.
- 3
Track any follow-up
Create a task when the next step needs to stay visible after the conversation moves on.
A FEW GOOD QUESTIONS
The details,
made clear.
Will patients see team chat messages?
No. Team Chat is internal staff communication, separate from patient messaging.
Can we use group conversations?
Yes. Team Chat supports internal group discussions as well as direct conversations.
Should we use chat as our task list?
Use chat to coordinate and Tasks to track ownership, status and due times. The two serve different parts of the workday.