Practice software / Team Chat

Team Chat for Medical Practices

Keep internal conversations organized around the people doing the work. Team chat can bring direct and group communication into the practice software your staff use throughout the day.

Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.

360Team Chat

Your configured workflow

01Direct conversations

Connect individual staff members for practical coordination.

02Group discussions

Organize shared conversations around the team or location.

03Conversation history

Review available previous messages with appropriate access.

Illustrative workflow. Functions depend on the selected configuration.

01 / A practical implementation

Make Internal Handoffs Easier to Follow

We configure staff access and communication groups around your locations and roles. Agree where tasks are recorded and how a message becomes an assigned action.

01Organize the team

Organize the team

Define staff access and the conversations that belong in each group.

02Agree the boundaries

Agree the boundaries

Set expectations for sensitive information, urgent issues and response responsibilities.

03Introduce the workflow

Introduce the workflow

Train your team and review how notifications and handoffs fit the working day.

02 / Confirm the details

What to Confirm Before Setup

Internal messaging still needs appropriate permissions and operating procedures. Do not rely on chat as the sole channel for urgent clinical communication.

Explore the CRM overview

Your setup conversation

Your implementation scope

The job to be done

Your priorities, office process and team responsibilities.

The supported connection

Enabled software, permissions and integrations in scope.

The operating plan

Training, testing, access and ongoing management.

03 / Questions practice owners ask

Team Chat.
Clear Answers.

Can we use direct and group messages?

Yes, where enabled in the selected configuration. We organize access around your staff and locations.

Can staff use it away from the desk?

Available desktop and mobile access depends on the software configuration and your practice’s device and access policies.

Can we discuss patient information?

Only within the approved safeguards, access controls and workflows appropriate to the information involved. We define the permitted use with your practice.

Is this included in your marketing packages?

Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →

Your practice. Your workflow.

Discuss Team Communication

Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.

Included according to your marketing package.