CAREFUL

How to Update Team Memo

Introduction

Team memos allow you to share important information with all members of your team. Use this feature to post announcements, guidelines, or key information that everyone on the team needs to see.

Before You Start

Required permissions: You must be either:

Regular team members cannot update team memos.

Steps
  1. From the sidebar, click Teams to expand the teams accordion
  2. Select the team whose memo you want to update
  3. Click the kebab menu (⋮) in the top navigation bar
  4. Select Update Team Memo from the dropdown menu
  5. The "Edit [Team Name] Team Memo" dialog box appears with a rich text editor
  6. Type or edit your memo content in the editor
  7. Use the formatting toolbar to apply:
    • Bold, italic, underline, or strikethrough text
    • Different font sizes
    • Bulleted or numbered lists
    • Undo/redo changes
    • Remove formatting
  8. When finished, click Submit
  9. The dialog closes automatically and your memo is saved

To remove a team memo: Open the Update Team Memo dialog, delete all content from the editor, and click Submit. This will clear the existing memo.

Tips
  • All on-duty team members will receive a push notification when you update the team memo, so they know to check for new information
  • The memo appears in the team view for all team members to see
  • You can include formatted lists and different text sizes to organise complex information clearly
  • Team memos are ideal for shift handover notes, temporary protocols, or important reminders that the whole team needs to be aware of
  • Unlike patient notes, team memos are not part of the clinical record -- they're for team coordination only

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