Team operations
Handoffs nobody drops
Tasks, team threads and structured SBAR handovers live next to the patient they are about, and each role sees only what it needs.
- Call Maria A. with BMP planR. Patel · done
- Review Grace W. lipid panelDr. Okafor · due 2 PM
- Prior auth paperwork, Dev P.Billing · due Fri
What it does
The details that matter
01
Tasks on the patient
Assign a call-back or lab review with a due date and owner
02
SBAR handovers
Situation, Background, Assessment, Recommendation, saved to the chart
03
Team threads
Talk about a patient without texting PHI to personal phones
04
Roles that fit clinics
Provider, nurse, MA, front desk, billing, manager and marketing
05
Location switcher
Staff who cover several sites switch in one click
06
Command palette
Press Ctrl+K to jump to any patient, page or action
Popular with
Practices that rely on Team operations
FAQ
Team operations questions
Can I control what each staff member sees?
Yes. Access follows the role, and marketing users never see clinical records.
Do handovers become part of the record?
Yes. SBAR handovers are saved and timestamped on the patient.