Discussions allow users to engage in conversations about specific topics in the system. With a text editor, you'll enjoy enhanced customization capabilities, making your interactions more dynamic. You can tag other CRM users in the thread, triggering in-app notifications to keep everyone notified.
Requirements
In order to utilize the discussion feature, the user must access an existing Patient communication log record in the system.
Utilizing the Discussion Area
To access and utilize the Discussion area, please refer to the steps below.
- Use the global search to access your desired patient record.
- Select Activities from the left-side panel.
- Locate your desired communication log in the Patient Activities panel. Once located, select View.
Important: Please click here for more information on utilizing the Patient Activities feature.
- The discussion area will be located directly beneath the communication log. Select Add Comment to begin creating your post.
Important: The Discussion area is accessible on your mobile device.
- A condensed text editor will appear for your use. Input your desired comment and once completed, select Save.
Important: To mention other CRM users in your comment, just use the @ sign to access the pick list of users in your tenant, and choose the desired recipient. Tagged users will receive a notification in both the in-app notification center and their email.
- Once the comment has been saved in the system, users will have the ability to react to the comment using the following icons:
Important: Hover your mouse over the reaction to view the user who applied it.
- Thumbs up
- Thumbs down
- Heart
- Check Mark
- Smiley Face
Discussion Notifications
Each time someone is tagged in a discussion, there will be a notification sent out.
- CRM Notification
- Email Notification