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Module 8 : Conversations & Team Chats

Written by Ayden

Principle includes built-in communication tools that allow your team to communicate efficiently with both patients and other staff members directly within the Principle.

The Conversations feature manages patient communication through two-way SMS messaging, while Team Chats allows internal communication between staff members and teams.

Using both features together helps Practices streamline communication, improve visibility, and ensure important information is kept within Principle rather than across multiple external platforms.

Contents:


Conversations

Every Principle workspace includes an Practice mobile phone number that enables two way SMS communication between your Practice and patients.

The Conversations page acts as a central hub for managing patient communication and allows your team to quickly respond to messages and track communication history..

What Can You Do in Conversations?

From the Conversations page, your team can:

  • View all patient SMS conversations in one location

  • Send and receive SMS messages

  • Search through existing conversations

  • Start a new conversation with a patient

  • Filter conversations by status

  • Mark conversations as unread

  • Close completed conversations

  • Use document templates to speed up communication

  • Access patient profiles directly from a conversation

All conversation history is also recorded within the patient’s interaction timeline for easy reference.

Starting a New Conversation

To create a new patient conversation:

  1. Navigate to Conversations

  2. Click New Conversation

  3. Search for the patient

  4. Select the patient from the list

  5. Type your message

  6. Click Send

The patient will receive the SMS directly and can reply back into Principle.

Conversations in the Patient Profile

Conversations can also be started directly from the patient profile.

All SMS communication is automatically recorded in the patient’s interaction timeline, allowing staff to review previous communication history alongside other patient interactions.


Team Chats

Team Chats allows internal communication between staff members within Principle.

Team Chats keeps Practice communication centralised and accessible directly inside Principle.

This can be useful for:

  • Discussing patient related tasks.

  • Communicating with front office or clinical teams.

  • Sharing updates internally.

  • Asking questions between staff members.

Starting a Team Chat

To create a Team Chat:

  1. Navigate to Team Chats

  2. Click New Chat

  3. Select one or more staff members

  4. Type your message

  5. Click Send

The selected staff members will receive the message within Principle.

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