Instant Message Groups Tab Navigation

Why This Matters?

Communication within a practice is essential for maintaining efficient workflows and ensuring that patient care remains a top priority. Managing these communication channels allows you to organise team members into specific categories, such as an Admin or Case Team, which streamlines how information is shared. Organising these groups ensures that the correct practitioner or staff member receives relevant updates promptly, reducing delays in internal processes.

• Start on the Instant Messaging Groups screen.

• • For navigation, see Configuration Segment.  

Sections

• Filters
• Screen Columns Action Buttons 
• Columns 
• Page Options

Filters

• Default Filter: How the screen will be filtered.
• Name: The name of the Instant Message Group.
• Description: Description of the Instant Message Group.
• Update Results Button: Refreshes the list after the filters have been selected.
• Reset Filters Button: Clears the set filters.
   

Screen Columns Action Buttons 

• Screen Column Actions: Several additional options are available for the columns. For details, see Screen Column Action Buttons Navigation.
• Add New: A new Instant Messaging group can be added. For details, see How to Create Instant Messaging Groups.
  
  

Columns

• Name: The unique title assigned to the group, such as Admin.
• Description‎: Provides a brief summary of the team or the specific purpose of the group.
• Disabled: Indicates the active status within the Practice.
  
  

Page Options

• Page Options: Provides tools to navigate between pages, adjust the number of Items displayed, and export or save data for further use. For details, see Page Options Navigation.