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Patient Channels & Staff Channels

Patient and Staff Channels allow secure, real-time communication linked directly to a patient’s profile. These channels need to be activated by a Team Member before they can be used.


💬 Patient Channels

  • A direct channel linked to one patient.

  • 👥 Multiple Team Members can join, making it one patient-to-many staff.

  • Allows the patient to message their care team in one place.

  • 🚫 Patients cannot remove themselves from this channel.


👩‍⚕️ Staff Channels

  • A Team Member-only channel linked to the patient.

  • 🔒 Used for internal communication and coordination.

  • 👀 Not visible to the patient.

  • Multiple Team Members can participate.


⚡ How to Activate Messaging Channels

When a patient account is created, channels are not automatically active. A Team Member must activate them:

  1. Open the Patient Profile in the Clinical Portal.

  2. Go to the Communication tab → Message Centre.

  3. You’ll see two options:

    • Patient Channel → button shows Activate Patient Messaging

    • Staff Channel → button shows Activate Staff Messaging

  4. Click the button for the channel you want to create.

  5. ✅ The channel will now appear in the creator’s Message Centre channel list.


👥 Adding or Joining Team Members

Once a channel is active, there are two ways to bring in more Team Members:

  • Option 1: Add from inside the channel

    1. In the Message Centre, find the channel.

    2. Click the Action menu (•••)Edit.

    3. Select + Clinician to add additional Team Members.

  • Option 2: Join from the patient profile

    1. Go to the patient’s profile → Communication tabMessaging.

    2. Since the channel is already active, the button will now say Join Channel (instead of “Activate”).

    3. Click it → the channel is added to your Message Centre list.


📌 Key Points

  • Both Patient and Staff Channels follow the same activation process.

  • 🔒 Staff Channels are private to Team Members only.

  • 👥 Patient Channels = one patient + many Team Members.

  • ✨ Other Team Members can join an existing channel at any time.

  • 🗂️ All messages are securely logged and compliant.