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At a Glance

Need to send a quick message to a colleague, or have a conversation better suited to instant messaging than email? Head to the Messages page. This lets staff message each other, all within Insights. Depending on your site’s configuration, the Messages page has two areas:
  • DM — direct messages between staff. A pinned Athelas Assistant conversation gives you the assistant right in your message list.
  • Patient Channels — conversations organized by patient, surfacing that patient’s notes.

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How to Send a Message

Click New Chat at the bottom of the message list to start a new conversation. A search box appears in the header (Start a new message) — search for one or more colleagues and select them. If patient messaging is enabled for your site, patients also appear in the search (prefixed with Patient:), so you can start a conversation with them from the same place. Type your message, and optionally click Add an attachment (or paste an image) to include files. Then send.

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How to Receive Messages

When you have new messages, an unread indicator appears on the conversation in your message list. New messages are also counted in your Insights notifications, where a Messages section lists them. Opening a conversation clears its unread indicator.

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Notes

Outside of messaging, you can leave notes tied to a patient:
  • Leave a note on a specific encounter.
  • Tag a colleague in a note.
  • Leave a universal note, which appears throughout Insights for that patient — across their encounters, claims, appointments, and more.

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FAQ

Yes, if patient messaging is enabled for your site. Patients appear in the New Chat search (labeled Patient:), and the Patient Channels area organizes conversations by patient.
Yes. Use Add an attachment when composing, or paste an image directly into the message box.
A note is tied to a specific encounter, while a universal note appears everywhere in Insights for that patient — across encounters, claims, and appointments.