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Getting Started with Chat

Open Chat, understand conversation types and use list filters

Written by Gaurav

Chat lets staff message each other in Care Diary using direct messages, team chats and groups. It works on the website and in the Care Diary app.

You need the Use chat role ability to open Chat.

Open Chat

On the website

  1. Select the Chat icon in the top navigation.

  2. The Chat page opens at /chat. Select Close chat (same icon) to leave.

In the Care Diary app

  1. Select the floating chat button (message icon).

  2. The Chat list opens.

Conversation types

  • Direct message — one-to-one chat with another staff member

  • Team Chat — linked to a Care Diary team; membership follows the team

  • Group — custom group for selected staff

Find conversations

Use the filter chips:

  • All

  • Unread

  • Mentions

  • Teams

  • Groups

  • Direct

  • Archived

Search with Search chats and messages.... Starred chats appear under Starred, then the main Chats list (or Archived when that filter is selected).

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