How to Add/Edit Instant Message Groups

Why This Matters?

Creating Instant Message Groups allows your practice to organise internal communication by creating dedicated spaces for specific teams or tasks. For example, you can set up a Financial group for billing staff, or a Surgical group for surgeons, anesthesiologists, and operating nurses. Keeping discussions inside your software ensures sensitive client and patient data stays secure without needing third-party chat apps. Dedicated group channels reduce daily inbox noise so urgent operational updates reach the right people immediately. Ultimately, this targeted messaging keeps every department aligned, speeds up daily tasks, and improves patient care coordination.

• Start on the Instant Message Group screen.

• • For details and navigation, see Instant Message Groups Tab Navigation.
    
    

Let's Follow These Steps

• Click on the Name field to enter the Instant Message Group name.
• Click on the Description field and type the purpose of the Instant Message Group.
• Click on the Link User(s) button to link specific users to the Instant Message Group. For details, see How to Link Users to an Instant Message Group.
• Tick the Enable checkbox to make the Instant Message Group active.
• Click on the Save button.
  
  

Result

• The new Instant Message Group will be added.