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Send a HIPAA‑compliant chat message from the calls workflist dashboard (home screen)

Purpose: Coordinate with your team without leaving the dashboard.

  1. Click the floating chat button (bottom‑right).

  2. Select the recipient or channel per your clinic setup.

  3. Send your message. Chat runs in a secure, HIPAA‑compliant channel.

Tip: Use chat to hand off a call thread or to request an internal callback.