Internal team messaging
Direct-message a colleague without leaving the clinic app.
Overview
Internal chat lets staff coordinate without phones, WhatsApp, or external tools. All messages are auditable and tied to the clinic — when staff leave, their messages stay accessible to the clinic per audit policy.
Prerequisites
- Any authenticated role
- Recipient is also a clinic user
Steps
Open Chat. Top nav → Chat.
Find a colleague. Sidebar shows existing threads. Search by name; if no thread, + New conversation → search the user.
Send a message. Type in the bottom box; Enter to send.
Attach files. Paperclip icon — image, PDF, document. 25 MB cap.
Mention a colleague. @ triggers an autocomplete list. Mentioning a user notifies them even if they have the app closed.
Reference a patient. /patient to insert a patient card; recipient can click through. Auditable — both parties' access to the patient is logged.
Edit or delete a message. Hover, click the menu → Edit or Delete. Both actions are visible in the audit log; original content is preserved server-side.
Pin or mute conversations. Right-click a thread in the sidebar.
Expected outcome
- A direct conversation exists between you and the recipient
- Messages persist; full audit log
- Mentions trigger notifications even when the app is closed
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Recipient not in search | They're not yet a clinic user | Owner/Admin to invite them first |
| Mention doesn't notify | Recipient's notification preferences | Their settings, not yours |
| Edited message looks unchanged | Browser cached | Hard-refresh |
| Attachments fail | File too large | Compress or upload to Documents instead |
| Message marked deleted but still visible | Audit retention | Deleted content shows "Message deleted" — original is in audit log only |