Share cases, coordinate care, and maintain continuity across shifts with real-time collaboration features.
📋 What Is Teams Mode?
Real-Time Collaboration: Multiple team members can access, update, and contribute to the same patient cases simultaneously.
Seamless Handoffs: Pass cases between shifts with complete context and continuity of care.
Role-Based Access: Control who can view, edit, or manage different aspects of patient records based on their role.
🔍 Getting Started
Setting Up Your Team:
Create Your Team: In the top left of your account, select the dropdown and click "+ New Team"
Invite Team Members: Add colleagues via email invitation
Assign Roles: Set permissions (Admin, Doctor, Technician, etc.)
Create Shared Cases: Start collaborating on patient records immediately
Sync Across Devices: All team members see real-time updates to any Team patients, cases, or templates
Team Roles Explained:
Admin: Full access to manage team settings and billing
Doctor: Can create, edit, and manage all patient cases
Technician: Can contribute to cases and add documentation
Read-Only: Can view cases but not make changes
⚡ Try It Yourself (5 minutes)
Invite a colleague to join your team workspace
Create a shared patient case or convert an existing one
Have your teammate add notes or observations
Watch real-time updates appear in your interface
Instant collaboration across your entire team!
🎯 Key Features
Case Sharing:
Share specific cases with team members
Set per-case permissions for sensitive situations
Transfer case ownership between doctors
Real-Time Updates:
See when teammates are viewing or editing cases
Instant synchronization across all devices
Change notifications keep everyone informed
Communication Tools:
Add comments and notes for team coordination
Tag team members for important updates
Built-in messaging for case discussions
Shift Management:
Seamless handoffs between shifts
Highlight urgent cases requiring immediate attention
Track who worked on each case and when
🎯 Best Practices
For Smooth Team Collaboration:
Use clear, descriptive case names (or use the patient's MRN)
Establish team protocols for case ownership
Use status indicators to show case urgency
During Shift Changes:
Review active cases with incoming staff
Highlight priority patients requiring follow-up
Document any verbal handoff information (hint: you can record directly into the case)
Managing Permissions:
Regularly review team member access levels
Remove access for former team members promptly
Use role-based permissions to maintain security
🔐 Security & Privacy
HIPAA Compliant:
All team communications encrypted
Audit trails track all user activities
Secure access controls and user management
Regular security updates and monitoring
Data Control:
Admin controls over all team data
Individual user activity tracking
Secure backup and recovery systems
Compliance reporting available
💡 Need Help?
Teams Mode transforms how veterinary practices collaborate. For questions about setting up your team, managing permissions, or troubleshooting collaboration features, ask the Assistant or contact us through the Help Center chat or at [email protected]