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Select Home tab, then click or tap the discussion creation button at the bottom of the page.
Choose "Non-Clinical Thread".
Indicate which participants you want to involve in the discussion thread by clicking "Invite".
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.
In a workplace, you can select a specific team or user.
After selecting the participant, click "Add to Discussion".
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).
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.
In Network tab > Choose your contact > New Collaboration
If you indicate that a discussion thread is high priority, your recipient will quickly receive an email if they do not respond to the thread.
When creating a new discussion thread, select the Normal Priority option.
You can then modify it to High Priority.
Fill in all necessary fields to start the discussion thread, then click Send.
Select Home tab, then select the bubble at the bottom of the page.
Choose Clinical Thread.
Select Choose Patient or Care Channel.
Choose the patient concerned.
Choose care channel or Outside Channel.
The boxes represent care channels. You select Rehabilitation channel in this example.
If you wanted to start a discussion thread outside a channel, you would click at the bottom of the page (see orange box).
Write your first message.
You can also add additional content such as images, files, or videos if desired.
At this stage, if you selected a care channel in step 5, you will not be able to modify participants, as they are predetermined by the care channel. You will be able to do this once your message is sent.
Consult the tutorial Manage Discussion Thread Participants for more details.
And finally, click Send.
Where to find them:
Clinical threads are accessible from Home tab. These are the ones linked to a patient file in purple.
You can also find clinical threads under Patients tab by selecting the concerned patient.
In Patients tab > Choose a patient > Discussion bubble icon
If you receive a discussion thread for a patient not yet associated with your patient file bank, the icon will be gray.
You can then Accept or Refuse to respond to the discussion thread. Notice the orange mention about the patient file.
To link the discussion thread to the correct patient, you will need to click on the patient file at the top of the thread.
Select Associate with a patient.
In this case, the patient is not in your patient file bank.
If this had been the case, you could have selected her from your patient files.
You must therefore create a new patient file.
Click on the icon at the bottom right.
Validate the information and modify it if necessary.
Then save by clicking on the checkmark at the top right.
The patient file is now created!
To communicate effectively!
To better understand concepts related to discussion threads, do not hesitate to consult documentation.
In a discussion thread, you can click the "+" symbol or paperclip icon to add an attachment.
On a computer, you can click "Attach a File"
On a mobile device, you will have the option to take a photo, record a video, or select a file.
Photos taken or videos recorded will not appear in your device's photo roll.
To finish, press the purple arrow to send your file.
Create a new discussion thread.
If you do not have time to complete your message, click Save draft.
The draft will appear in your active threads. You will recognize it by the pencil image in the participant bubble.
You can delete it by opening it and clicking on the three small dots, then Delete draft.
You can also save it again or duplicate it to send it to other participants.
While writing a new message or in a draft, click on the three small dots.
Select Duplicate this draft.
The message has been duplicated and now appears in your active threads. You can duplicate it as many times as necessary.
Note that the patient and participant associated with the original thread are not included in the copy.
You can therefore associate it with the patient of your choice as needed and with new participants.
Click on the circle showing participants, at the top right of your thread.
If you want to leave the discussion, click on the 3 small dots near your name, then click on Leave Discussion.
At this point, a record of your presence will be kept. You will appear as a participant who has archived the discussion on their side.
If you were the last nurse in the discussion thread and you leave, the message would return to the nursing team's triage box. A nurse colleague could then take over the discussion!
Click on the participant circle at the top right of your thread.
If you want to add an individual participant, click Add + to the right of Individual Participants.
You can search for a participant by finding their workplace. Use the search bar at the top if needed. Click on the workplace.
Once in the correct workplace, click on the team in which the participant is involved.
Click on the right person.
Click Add to Discussion.
The new participant is now added and is classified under the correct team. If there is an envelope next to their name, it means they have not yet joined the discussion.
Click on the participant circle at the top right of your thread.
You can use the search bar to look for a specific contact.
Remember to activate the Contacts filter, otherwise only workplaces will be displayed.
Select the participant you want to add to the discussion thread.
Click Add to Discussion.
Click on the participant circle at the top right of your thread.
To add an entire team so that the message lands in their triage box, click Add + near Teams.
Select the workplace where the team is located.
Under the workplace, click Add to Discussion.
At this point, you are offered the teams you can add to the discussion. Select the team of your choice to add it.
Currently, photo and video editing is only possible on a mobile device (iOS or Android).
From a photo or video about to be sent in a discussion thread, you can access the editing tool by clicking the edit button.
You can now perform several types of modifications, including:
Adjust the image (colors, etc.)
Transform the image (crop, etc.)
Modify focus
Add text
Add brush strokes
Once your modifications are complete, click the save arrow.
Who can close a discussion?
The person who started the discussion
All members of their team
All members of their organizational unit (if applicable)
Click on the 3 small dots of the discussion thread you want to close.
Select "Close for Everyone".
Confirm that you have finished.
There you go, your discussion thread is closed! It becomes an immutable artifact, but still accessible.
To export a discussion thread as PDF, select the closed discussion.
When a discussion is closed, it displays a checkmark to its right (see orange box).
Then click on the 3 small dots at the bottom right of the discussion.
Select Export as PDF. A window will open for you to save it in the right place.
When a discussion thread is closed, it becomes an immutable artifact, but remains accessible and downloadable as PDF.
This is the team box. Closed discussion threads can be recognized by the hook on the right side of the excerpt.
If you click on it, you see the mention Collaboration was closed.
You can also find closed discussion threads by opening a patient file.
Here, I still have access to closed threads outside the channel.
Always in the patient file, I can select View details in a care channel to find its closed discussion threads.
There is a closed thread in this care channel.
Finally, under Network tab, select one of your contacts to see active or closed discussions with them.
They are accessible here!
Click on the microphone icon to start recording.
When you are ready, click on the microphone icon. You do not need to hold it down.
Before initiating the recording, you can also choose the language of your choice (English or French).
Record your message, then click on the orange stop button.
You can now modify the text as you wish:
If you want to redo your recording, select the backward arrow (on the left).
To listen to it, press the "Play" icon (in the center).
To send it, click on the paper airplane (on the right).
Your recipient will then be able to listen to or read your transcription.