How to Mention Users and Patients in Chat

Chat mentions allow you to notify specific team members or reference patients in team conversations. When you mention a user with @, they receive a notification. When you mention both a user and a patient in the same message, you can quickly create an action for that patient assigned to that user.

• You must be a member of a team that has chat enabled
• Both your organisation and the specific team must have chat settings enabled
• You can only mention users who are members of the same team
• You can only mention patients who are currently assigned to the team

1. From the sidebar, select the Teams accordion to expand your team list
2. Click on the team name where you want to send a chat message
3. Click the Chat tab (the second tab after Patients)
4. Click in the message input field at the bottom of the screen (you'll see the placeholder text "Start typing. Search with @user or !Patient")

To mention a team member:

5. Type the @ symbol (at sign)
6. An autocomplete dropdown appears showing all team members
7. Start typing a name to filter the list, or use arrow keys to navigate
8. Click on a name to select it, or press Enter
9. The mention appears as @[User Name] with a space automatically added after it

To mention a patient:

10. Type the ! symbol (exclamation mark)
11. An autocomplete dropdown appears showing team patients
12. Start typing the patient's name to search
13. Click on a patient name to select it, or press Enter
14. The mention appears as ![Patient Name] with a space automatically added after it

To send your message:

15. On desktop: press Enter (without Shift) or press Ctrl, or click the compass send button
16. On mobile: press Ctrl or tap the compass send button
17. Your message appears in the chat timeline with clickable links for the mentioned users and patients

To create an action from mentions:

18. If your message contains both a user mention and a patient mention, a Create a new action button appears next to the message
19. Click the button to open the action creation dialogue
20. The action form is pre-filled with:
    • Assignee: The mentioned user
    • Patient: The mentioned patient
    • Action name: Your message text (with mentions removed)
21. Complete any additional details and click Save

• Use @room to notify all team members at once (this special mention appears in the autocomplete dropdown)
• User mentions appear as clickable links that navigate to that user's profile page
• Patient mentions appear as clickable links that navigate to that patient's record
• Mentions are highlighted with distinct styling so they stand out in the chat timeline
• Press Shift + Enter to create a new line without sending the message
• A typing indicator shows "name is typing..." when team members are composing messages
• Double blue checkmarks indicate that team members have read your message (hover over the checkmarks to see who read it and when)
• If a message fails to send, you'll see a warning icon and a Retry button