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8 ANSWERS · KNOWLEDGE BASE

Finding and organizing conversations

Practical answers for your everyday workspace.

Everyone

How do I find a conversation?

Open Chat/Chats and search the conversation list. Use All or Unread where available and clear the search if a conversation seems to be missing.

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Everyone

Why is the Unread list empty?

There may be no unread conversations matching your current search. Switch to All and clear the search to see the other available conversations.

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Everyone

How do I keep a conversation near the top?

Use the conversation's pin control in the list. Tap it again to unpin. Pinning a conversation organizes your list; it is different from pinning a message inside a patient room.

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Everyone

Why can't I see a conversation I used before?

Check the company, search text and All/Unread filter first. Your room assignment, patient/family link or discussion membership may have changed; the room/channel may also be unavailable or archived. Ask your organization to check access if refreshing does not resolve it.

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Staff

How do I start a direct chat?

Open Contacts and use Message for an eligible staff contact, or use the Direct Chats action in the chat list. You can message eligible active staff in the current company.

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Staff

Why can't I start a direct chat with someone?

Confirm that you are in the same company and that the other account is active. You cannot create a direct chat with yourself. Patient and family accounts do not use the staff direct-chat feature.

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Patients & families

Why don't I have Contacts or Direct Chats?

Patient and family accounts use the care portal. Open the linked patient conversation from Chat to communicate through Family chat. The staff directory and staff direct chats are not portal features.

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Everyone

How do I refresh my chat list?

Refresh the conversation list or reload the page after checking your connection. Check the current company too. Refreshing does not restore permissions that were removed.

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