Here is a new way to improve communication inside the practice and make sure all the staff members are up to date with the latest information!
🎉 User mentions
You can now communicate with your colleagues even more efficiently! Type @ followed by the colleague name you want to mention and select them from the list (based on the first letter you start typing, some suggestions will pop up). The mentioned user will receive an alert in the Notification Center.
Records/SOAPs
On the right top corner of the SOAP, you can see the Add comment icon:
In case there are some comments already, next to the comment icon, you will see the current number of comments:
You can add quick comments on records (edit or delete them) or read comments from other colleagues.
💬 The comments of a particular Record can be accessed from the actual Record or from the Patient's Record page.
Appointments
On the Patient's Health Card, in the appointments table, you will see the same comment icon from where you can add new comments or view the current ones.
🆕 Notification Center: View & Reply to Comments
The Notification Center now lets you take action on Task and Appointment comments — without leaving your current workflow.
What you can do:
Open Task & Appointment cards directly inside the Notification Center — no need to navigate away to take action.
Read and reply to comments on tasks and appointments right from the notification panel.
Add links to comments and to Task & Appointment notes — making it easy to reference external resources or other records.
Previously, the Notification Center was read-only for tasks and appointments. Now it's a full action hub — your team can triage, respond, and keep context without losing their place. Less tab-switching, faster follow-through.
📌These comments are always private to your practice so the clients can't see them.
📌 If a comment is edited, we'll display an edited label and the timestamp of the edit:
You can now communicate with your colleagues even more efficiently! Type @ followed by the colleague's name or a team handle (e.g., @frontdesk) you want to mention, and select from the list — suggestions appear as you type. The mentioned person, or every active member of the mentioned team, will receive an alert in the Notification Center.
👥 Mentioning Teams
When you need to flag "whoever's on tech today" rather than one specific colleague, mention a Team instead of an individual.
Type @ + the team handle (for example, @frontdesk, @surgery-team, or any custom team your clinic has set up) and select it from the autocomplete list. Teams appear with a distinct group icon so you can tell them apart from individual users.
When you post the comment:
Every active member of the team gets a notification in the Notification Center, in their preferred channels.
If a user is mentioned both individually and via a team in the same comment, they only receive one notification — no duplicates.
The team handle is rendered in the comment as a colored pill (using the team's color), so it's easy to spot at a glance.
📌 If a Team is deactivated, it won't appear in the @mention picker. Existing comments that mention a now-inactive team are preserved and clearly marked.
Teams need to be set up by your practice manager or admin first. Learn how to create and manage Teams →