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Create an internal collaboration

An internal collaboration allows two or more people to send messages to each other inside of the system.

When you respond to a collaboration, the other people involved see their unread message counter Envelope icon with unread badge. increase by one.

When you start a new collaboration you have the option to link a patient record to it, so that collaborators can easily open and review the patient's record.

  1. Go to Provider > Collaborations and select New Collaboration

    From a Collaborations panel select Three line panel menu icon. and then New Collaboration
  2. Confirm the Type toggle is set to Collaboration
  3. Search and select a name from the Add Collaborator field to include colleagues in your collaboration
    • The name of each collaborator added appears beside the Collaborators field.
  4. Optional: Link a patient's record to the collaboration by searching and selecting their name from the About Patient field
    • This link helps internal collaborators open the patient's record. It does not enable the patient to open and view their full record.
  5. Enter the Subject and Message
  6. Select Create

The collaboration appears in Provider > Collaborations and the Collaborations panel.