Using the Internal Chat

Using the Internal Chat on the Case Details Page

The Internal Chat allows the entire surgical team to communicate easily and efficiently about a specific case. Each patient case automatically has its own Internal Chat thread, keeping all conversations organized and specific to that procedure. Staff can share updates, ask questions, clarify checklist tasks, and raise concerns in real time without leaving the platform.

The Case Details page having the chat built-in eliminates the need for external messaging tools, helping maintain patient confidentiality and streamline workflows. By providing a central hub for case-specific communication, the Internal Chat helps teams work more closely together, improving both patient care and overall operating room efficiency.

Case Details - Internal Chat

Accessing the Internal Chat

1. On the Case List, click the Case Card for your patient.

2. On the Case Details page, go to the Chat pane, and click Internal Chat.

Viewing Existing Messages

You can scroll through the chat to review previous messages from team members.

Each message displays the sender’s name, profile picture, and timestamp for easy reference.

Sending a New Message

1. In the text box at the bottom of the Internal Chat pane, type your message.

2. Ensure you communicate effectively. For example:

   • Be clear and concise.

   • To avoid confusion, use direct, case-specific language.

   • Keep messages professional and relevant to the case at hand.

3. Press the send arrow button.

Monitoring for Updates

Check the chat regularly for new information, task clarifications, or important case changes from other team members.