Create a New Clinical Discussion Thread

Step-by-Step

• Scenario 1: Add one or more participants
• Scenario 2: Add one or more teams
• Alternative way to create a clinical discussion thread

Scenario 1: Add one or more participants

1. Go to the Home page.

   

2. Select the bubble icon at the bottom of the page.

   

3. Choose Clinical Thread.

   

4. Select Choose a Patient.

   

5. 1) Use the search bar to find the relevant patient. 2) Click the desired patient.

   

6. Check the record to make sure it is the correct patient. Then click Create in this patient.

   

7. Select an existing care channel or choose Outside of any channel. In this example, Outside of any channel is selected.

   

8. In the composition menu:

   1. Enter a title for your message.
   2. Write the message content.
   3. Select Attachments to add files if needed.
   4. Set the priority to urgent if needed.
   5. Click Next to go to the second composition page.

   Note

   At this stage, if you selected a care channel in step 7, you will not be able to edit the participants, since they are predefined by the care channel. You will be able to do it once your message has been sent.

   See the tutorial Manage Discussion Thread Participants for more details.

   

9. Click Add a participant.

   

10. 1. Use the search bar to find the participants you want.
    2. Click the name of the person you want to add.

    Note

    To add a team, see Scenario 2: Add one or more teams below.

    

11. After selecting the participant, click Add to the discussion.

    

12. Click Send at the bottom of the page.

    

Tip

Where to find them:

• Clinical threads are available from the Home page. They are the ones linked to a patient record and shown in purple.
• You can also find clinical threads from the Patients page by selecting the relevant patient.
• You can also find clinical threads from the Network page by selecting one of your collaborators in the thread.

Scenario 2: Add one or more teams

1. In step 10 of Scenario 1, click the workplace where your team is located:

   • Use the search bar to find the desired workplace.
   • Click the name of the workplace where the team you want to add is located.

   

2. After selecting the workplace, click Add to the discussion.

   

3. Click the name of the team you want to add.

   

4. Click Send at the bottom of the page.

   

Alternative way to create a clinical discussion thread

1) In the Patients page, 2) select a patient and 3) click the discussion bubble icon.