Teams will display your organization's existing care teams.

Now each patient chat can be assigned to one or multiple teams.

Only admins can access and adjust teams. Admins can find Teams in the Organization tab under "Workflow".

Two types of teams exist within OhMD: System Teams and Custom Teams.

System Teams work as your default teams which will be the first location incoming messages populate. This means that patients without an assignment who send an SMS text or web chat will populate here.

These teams cannot be removed, but you can add and remove users from these teams by clicking on the team name.

Note: Website chat only applies to Reach customers with Website Chat feature installed.

Custom Teams empower you to create distinct team configurations for patient chats. Whether it's a team dedicated to billing, scheduling, or a separate provider team, Custom Teams enables you to tailor teams to your specific use case.

Note: Users should only be on teams they need notifications for. All teams and patients are visible by users, unless Confidential mode is enabled.

You can create additional teams by clicking "New Team" to the right of Custom Teams. Here you can create a name, adjust the color of this team (which will appear in the Messages tab), and add or remove members to these teams.

You will have the option to enable confidential mode which will only display the teams that you are assigned to in the Messages page.

Here is a help article detailing all settings that come with Confidential Mode.

Assignments work in conjunction with Teams! You can assign patients to one or more teams as needed for your specific workflow.

Here is our help article about all things Assignments.