Internal Notes in Chats

Internal notes let staff members communicate privately within SigmaMD without the patient seeing the message. These notes are only visible to team members and help your team stay coordinated without interrupting the patient experience. They’re especially useful for sharing quick updates, assigning next steps, or recording internal decisions

Where You Can Add Internal Notes

You can use internal notes in two areas of SigmaMD:

Patient Chat

Use internal notes to share context, updates, or next steps with your team directly within the patient’s chat.

1. Open the patient chat.

2. Click the Internal Note tab to write a private message.

   

3. Your note will appear visually distinct from patient messages, ensuring clarity between team communication and patient conversations.

Document Inbox

Use internal notes to document follow-up actions, clarify information, or track decisions related to incoming or outgoing faxes. This helps maintain an organized and auditable communication trail within your team.

Mentioning a Team Member

Type @ in an internal note, in a patient chat, or on a document, then pick a team member from the list to mention them.

The mentioned team member receives:

• A push notification on the web and clinician mobile app
• On days with new mentions, one email around 5 PM in their time zone, titled "You have new mentions"

These alerts follow the New internal team member mention row on each team member's Notifications tab, under Practice Settings > Team.

To find the chats or documents where you were mentioned, use Mentions under Show only in the Chat or Documents inbox filters, or Only mentions in the chat list of a patient's chart.

Important

• Mentioning a team member is currently available on the Clinician Web only
• An @ typed in a message to the patient stays plain text and notifies no one.
• Team chats don't support mentions.