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Send and receive messages

Conversations, folders, and starting a new message from Communication.

Communication in the sidebar is the agency's messaging app. Conversations are between staff members, can be labeled with a patient, and stay threaded.

Read your conversations

  1. Open Communication. All Conversations lists every thread you are in; Archived holds what you have put away.

  2. Search by name or subject, or filter by read state and date range.

  3. Click a thread to read it and reply from the composer at the bottom.

Start a message

  1. Click New message.

  2. Add recipients — search and pick individual staff members.

  3. Attach a patient when the conversation is about one, so the thread is labeled with their name.

  4. Add a subject and your message, then click Send.

Keep the list manageable

  • Folders: create folders on the left and move threads into them from the conversation header.

  • Archive: archive finished threads from the header. They move to Archived and come back if someone replies.

  • Notification level: set each thread to All Messages, Mentions Only, or Muted from its header.

If something goes wrong

  • A thread disappeared. Check Archived and your folders — threads never delete themselves.

  • You are not being notified about a busy thread. Check the thread's notification level; Mentions Only and Muted are per-thread and easy to forget. Global conversation settings live under Settings → Account → Notifications — see Stay on top of notifications.

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