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

Purpose: Coordinate with your team without leaving the dashboard. 

 Steps 

 

 

 Click the floating chat button (bottom‑right). 

 

 

 Select the recipient or channel per your clinic setup. 

 

 

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

 

 

 Tip and good practices 

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