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
