Group conversations
Create a multi-person chat for a department, project, or event.
Overview
Group chats are convenient for ongoing topics — "Front-desk", "Clinical team", "Project: New X-ray rollout". Anyone in the chat can add or remove participants (per group rules).
Prerequisites
- Any authenticated role
- A clear purpose for the group
Steps
Open Chat. Top nav → Chat.
Click "+ New group conversation". Top-left of the sidebar.
Name the group. Short, descriptive — "Hygiene team", "Closing duties".
Add participants. Search and select users. Add as many as needed.
(Optional) Pick a privacy level. Open (anyone in clinic can join), Private (admin-managed membership), Locked (no new members after creation).
Send the first message. Welcome and purpose statement helps orientation.
Add or remove members later. Click the group name → Manage participants.
Leave the group. Same menu → Leave group. You stop receiving messages; old messages remain visible to current members.
Expected outcome
- A
Conversationof typeGROUPexists - Members can post and read; non-members cannot
- Audit log records membership changes
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Can't add a user | They're not a clinic user yet | Invite them via Settings → Staff first |
| Lost group access | Removed from group | Ask admin to re-add |
| Group name conflicts | Duplicate name | Names don't have to be unique but useful to distinguish |
| Mentions in group don't notify everyone | Each member has their own preferences | They individually opt in to mentions |
| Want a clinic-wide announcement channel | Use Broadcasts (Owner only) | Settings → Communications |