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Initiate a New Discussion Thread with Patient or Caregiver

  1. To initiate a new discussion thread with patient or caregiver, you must find a care channel where they are located.

    Section titled “To initiate a new discussion thread with patient or caregiver, you must find a care channel where they are located.”

    In the example below, we see two care channels, and the orange box shows that only the second one includes the caregiver. We could then click on the discussion thread creation icon to quickly create a new discussion thread in the right place.

    Bernard Lachance's care channels with the caregiver channel highlighted
  2. You can modify the default participants of the discussion thread by clicking on Modify.

    Section titled “You can modify the default participants of the discussion thread by clicking on Modify.”
    New thread form with the notification participants Edit button highlighted
  3. Here we see that the pharmacist team was not included in the thread you were about to create.

    Section titled “Here we see that the pharmacist team was not included in the thread you were about to create.”

    Check the corresponding box if you want to add them.

    Participants modal with the Pharmacists checkbox highlighted
  4. Click on the back arrow at the top left to return to discussion thread creation.

    Section titled “Click on the back arrow at the top left to return to discussion thread creation.”
    Participants modal with Pharmacists selected and the back button highlighted
  5. Enter a message, a title if needed, then send the discussion with the button at the top right.

    Section titled “Enter a message, a title if needed, then send the discussion with the button at the top right.”
    New thread form showing where to enter a title, message, and send it
  6. Your new discussion thread now appears in the Social Worker care channel in Mr. Lachance’s file.

    Section titled “Your new discussion thread now appears in the Social Worker care channel in Mr. Lachance’s file.”
    Social worker care channel showing the new Information thread
  7. On the Home page, under the Active Threads tab, you can quickly recognize a discussion thread including a caregiver thanks to the green squares next to the date.

    Section titled “On the Home page, under the Active Threads tab, you can quickly recognize a discussion thread including a caregiver thanks to the green squares next to the date.”
    Active threads list showing caregiver badges beside discussion dates