The patient chart is the source of truth for patient care. Collaboration is internal agency communication. Notes is chart documentation.
Collaboration — internal agency communication
The Collaboration tab keeps the team's coordination beside the patient:
Tasks lists the patient's tasks, filterable by All, Open, In Progress, Overdue, and Completed — the same tasks as the main Tasks list, scoped to this patient.
Messages holds the Communication Log, filterable by All, Internal, Patient, and Provider. Conversations from the Communication app that reference this patient appear here — see Send and receive messages.
Everything on this tab is internal working communication. It coordinates the team. It is not chart documentation.
Warning: Do not document patient-care work in messages. Put that work in Notes as a visit note or narrative note.
Notes — chart documentation
The Notes tab holds the documentation for the episode:
Visit Notes lists each visit's documentation.
Narrative Notes holds patient-care documentation between and around visits.
Document work that contributes to the patient's care in Notes. Use Use narrative notes to choose the right note type.
The rule of thumb
You are writing | It goes in |
"Can someone swing by Tuesday instead?" | Collaboration → Messages |
"Patient's daughter reports increased confusion since Friday" | Notes → Narrative Notes |
"Who is following up on the wound supply order?" | Collaboration → Tasks or Messages |
Work that contributes to patient care | Notes |
If something goes wrong
Patient-care information ended up in a message. Document it in Notes → Narrative Notes. The message cannot be promoted into chart documentation.
A narrative note has an error. The note is corrected, never deleted — see Correct visit documentation.