How do I message a patient or my team?

How do I message a patient or my team?

1. Click Messages, then the + (New message) at the top of the panel.
2. Tick one patient, or tick one co-worker (direct message) or several (a group you can name, e.g. "Front Desk"). A message goes to a patient or to co-workers, not both.
3. Click Start conversation (Start group for several people), then type your message in the thread and send.

Note: Patient threads are encrypted and audit-logged; coaches may need permission before messaging a patient the first time. Every practice also has an automatic All Staff channel. Keep patient details in the patient's own care thread so the record stays with their chart.