Find a coworker or team and message them

When you need to reach a therapist, a clinician or another team about a patient, the Directory gets you there quickly. You find the person or team, then start a secure chat with them.

Before you start

• You can message people and teams in your own organization.

Message a coworker

1. Click Directory in the left bar.
2. Click Coworkers at the top of the list.
3. Type a name in Search coworkers.
4. Click the person to open their page. Admins show an Admin badge.
5. Click the chat icon (Start a chat) at the top of their page.
6. New chat opens with them already in To. You can add more people here.
7. Click Message to open the chat, then type your message.

If you already have a chat with them, New chat tells you so, and Message opens that chat.

Message a team

1. In Directory, click Teams.
2. Type a name in Search teams, for example Billing Office.
3. Click the team to open its page.
4. Click More settings (the three dots) at the top of the page, then Create a chat.
5. New chat opens with the team in To. Click Message, then type your message.

A message to a team goes to the team's shared inbox, where anyone on the team can answer.

Good to know

• On a coworker's page, Recent Chats lists the chats you already share, so you can pick up an existing thread.
• If you work in more than one organization, check that you're looking at the right one in the Directory.

Related

• Start a new chat
• Group conversations with multiple participants
• Work a shared team inbox
• Getting started with BloomText