For the complete documentation index, see llms.txt. This page is also available as Markdown.
Internal Notes
Internal Notes allow care team members to leave private messages within a patient conversation in the Inbox. These notes are visible only to users with access to that communication — patients and external parties never see them.
Internal Notes are useful when team members need to share context, flag something for a colleague, or document an observation alongside a patient conversation without it appearing in the patient-facing message history.
Adding an Internal Note
To add an Internal Note, open a conversation in the Inbox and switch the composer to Add internal note mode. Type your message and send it. The note is added to the conversation thread immediately.
Internal Notes are visually distinct from outbound messages — they are highlighted in purple and clearly labeled, making it easy to distinguish team notes from patient-facing communications at a glance.
Visibility and Privacy
Internal Notes are only visible to users who have access to the communication. Patients, contacts, and any external parties cannot see Internal Notes — they are strictly internal to your care team.
All Internal Notes are saved as part of the conversation history and appear in chronological order alongside other messages in the thread.
Using @Mentions in Internal Notes
Internal Notes support @mentions, allowing users to tag a specific colleague within a note. When a user is mentioned, they receive a notification and the conversation appears in their Mentions tab. See Inbox: @Mentions for full details.
