Create a New Non-Clinical Discussion Thread

Step-by-Step

• Scenario 1: Add one or more participants
• Scenario 2: Add one or more teams
• Another way to create a non-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 Non-clinical thread.

   

4. 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.

   

5. Click Add a participant.

   

6. 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.

   

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

   

8. Click Send at the bottom of the page.

   

Tip

Where to Find Them:

• Non-clinical threads are accessible from the Home page. They are the ones not linked to a purple patient file (see image).
• You can also find Non-clinical threads under the Network page by selecting one of your collaborators for this thread.

Scenario 2: Add one or more teams

1. In step 6 of Scenario 1, click the workplace where your team is located:

   1. Use the search bar to find the desired workplace.
   2. 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.

   

Another way to create a non-clinical discussion thread

1) In the Network tab, 2) select your contact and 3) click New thread.