Collaborative Health Record (CHR)

Creating and sending messages to users

Viewing and interacting with patient messages within a patient chart

Viewing messages within a patient chart

How to add specific items from a patient chart to an inbox message

Adding attachments to internal messages

How to include others in an ongoing conversation

Inviting others to existing messages

How to remove yourself from conversations

Unsubscribing from conversations

How to remove yourself from conversations at the time of sending a message

Unsubscribing from conversations when sending a message

How to remove others from Inbox conversations

Removing others from inbox messages

Using message templates

Sending quick messages from incoming faxes and documents

Assigning your default message recipient

Closing conversations

Messaging

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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