Select Home tab, then click or tap the discussion creation button at the bottom of the page.
2
Choose "Non-Clinical Thread".
3
Indicate which participants you want to involve in the discussion thread by clicking "Invite".
4
At this point, you can choose a participant from a workplace (as demonstrated in the example).
You can also use the search bar at the top of the page to find the desired participant.
5
In a workplace, you can select a specific team or user.
6
After selecting the participant, click "Add to Discussion".
7
If you want to involve a team in the non-clinical thread, click directly on "Add to Discussion" at the top of the workplace. Then select the necessary team(s).
8
Once your invitations are sent, write your first message and add content if desired. To finish, click "Send".
If you click Associate with Patient, you will create what is called a clinical thread.
Where to Find Them:
Non-clinical threads are accessible from the Home tab. These are the ones not linked to a purple patient file (see image).
You can also find non-clinical threads under the Network tab by selecting one of your collaborators for this thread.
Alternative Path to Create a Non-Clinical Discussion Thread
In Network tab > Choose your contact > New Collaboration
