Post a message to a discussion
Overview
This flow describes how you select a discussion in Clinical Notes, read its messages, and post a new message. The screen is the same in the encounter Notes tab and in the patient profile Notes tab.
Watch the demo — selecting a discussion and posting a message in the encounter Notes tab.
Pre-requisites
- Someone started a discussion in the list that you look at. If the list holds no discussion, start a discussion first.
- If you post in an encounter discussion, the encounter is open. Care treats an encounter as closed when its status is Completed, Cancelled, Discontinued, or Entered in error.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Read encounter related clinical data | Read the messages in an encounter discussion. Doctor, Nurse, Admin, and Facility Admin hold this permission. |
| Update Encounter related clinical data | Post a message in an encounter discussion. Doctor, Nurse, Admin, and Facility Admin hold this permission. |
| Can view clinical data about patients | Read the messages in a patient discussion. Staff, Doctor, Nurse, Admin, and Facility Admin hold this permission. |
| Can Update a Patient's data | Post a message in a patient discussion. Staff, Doctor, Nurse, Administrator, Admin, and Facility Admin hold this permission. |
Steps
1. Open the Notes tab
Go to the Notes tab of the encounter or of the patient profile. In an encounter, press g and then n to go to the Notes tab.
2. Select a discussion
Select a discussion in the list on the left. On a small screen, select Threads at the bottom of the screen. Then select the discussion.
Care opens the most recent discussion if you select none.
Before you select a discussion, the screen shows "Welcome to Discussions" and "Start a new discussion or select an existing thread to begin messaging". The heading area shows "Select or create a thread to start messaging".
The heading of the discussion shows how many people took part. It also shows how many messages the discussion holds.
3. Read the messages
Read the messages in the discussion. The newest message is at the bottom.
Each message shows the author's picture and name. Each message also shows how long ago the author sent it.
Point at the time to see the full date and time. Select the author's picture to open that user's profile.
Care loads older messages while you scroll up. Care loads 20 messages at a time.
4. Type your message
Type in the box with the placeholder "Type your message...". The box gets taller as you type more lines.
You can format the text with Markdown. Care shows the formatted result.
Note: Care does not support file attachments. Care does not support mentions of other users.
5. Send the message
Select the send button. On a computer, you can also press Shift and Enter together to send. On a touch screen, use the send button.
Note: If Care cannot send the message, Care shows no error. Look at the discussion to make sure that your message is there.
Expected Outcome
- Care adds your message at the bottom of the discussion.
- Care moves the view to your new message.
- Care shows no way to delete a message.
Related
Concepts:
Flows: