> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Team chat on any screen, and keep it safe

> The phone tabs, Activity and All unreads, resizable panes, pop-out windows, reporting a message, word rules, limits and shared-device locking in Team chat.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['all']} plans="All plans" roles="Every staff member. Safety settings: owners and managers" />

<Path steps={['Sidebar', 'Team chat']} />

## On a phone

Four tabs sit along the bottom: **Home** (all your conversations), **DMs**, **Activity** and **Search**. A number on a tab is what is waiting for you. Select a conversation to open it, and the back arrow in its header returns to the list. A thread opens as a sheet that covers the screen.

## On a tablet or desktop

The list is on the left. At the top of it are **Search**, **Activity**, **All unreads** and **Saved**, then your **Starred** conversations, your own sections, **Patients**, **Channels** and **Direct messages**. Select a section's name to fold it; it stays folded on this device. Turn on **Unreads only** to see only what has something new.

* **Activity** lists mentions, replies, reactions and reminders aimed at you. Select a row to open the message; it is marked read as you open it. An urgent alert has no conversation to open, so selecting it just marks it read. Select **Mark all as read** to clear every row loaded on screen, and **Show more** to load older ones. If Activity can't load, select **Try again**.
* **All unreads** shows the newest unread messages in every conversation in one place.

On a wide screen, drag the edge between the list and the conversation to make the list wider or narrower, or focus the edge and use the arrow keys (Shift for bigger steps; Home and End for the limits). The thread panel resizes the same way. Your widths are remembered on this device, and the conversation never gets narrower than about 480 pixels; on a narrower window the thread opens as a sheet instead.

## Open a conversation in its own window

Select **Open in a new window** in a conversation's header. The window shows just that conversation. Select **Open full chat** inside it to come back.

## Format your message

Under the message box, the formatting bar offers bold, italic, code, a bulleted list and a link. On a phone select **Aa** to show it. Only web links open, and nothing from outside is loaded into a conversation.

## Writing help

Select **+**, then **Writing help (AI)**. Choose **Make clearer**, **Shorter**, **More polite** or **Draft a reply**. The suggestion is marked **AI suggestion**; select **Use this** to put it in your message box or **Discard**. It never sends anything. On the Free plan an upgrade prompt appears instead.

## Report a message

Open **Message actions** on someone else's message and choose **Report**. Pick a reason, add a note if you like, and select **Send report**. Owners and managers see the report and the message. The person who wrote it is never told who reported it.

## Slow down, blocked words and paused posting

* If you send too quickly you see **Slow down — try again in N seconds**; your message waits and sends by itself.
* A word your clinic warns about shows a reminder before you send. A blocked word stops the message.
* If posting is paused for you, a banner says until when. An owner has been told.

## Safety settings for owners and managers

In **Team chat settings**, the **Safety** section has:

* **Words**: add words or phrases and choose **Warn**, **Block** or **Flag quietly**. A built-in list of abusive words is always blocked.
* **Limits**: lower how many messages, new direct messages and uploads people can send. You can lower a limit, never raise it.
* **Reports**: **Dismiss**, **Hide the message** or **Pause the sender**.
* **Paused people**: **Lift the pause**, or **Sign out everywhere**.
* **Flagged words**: how many flagged messages there were, by conversation and day.

## Sounds, your data and typing

In **Team chat settings**: turn sounds on or off, choose **Chime**, **Bell** or **Pop**, and select **Play sample**. An urgent alert always plays its own sound. Select **Download as a spreadsheet** or **Download as JSON** under **Download my messages** to get your own messages once a day. Turn on **Hide my typing** so others never see that you are typing.

## Shared devices

Turn on **This is a shared device** in **Team chat settings**. After a few minutes without use the chat blurs and asks you to confirm it's you with your password or a passkey. Notifications on a shared device show no names.

## Open ClinikEHR when you sign in (desktop app)

In the desktop app, **Team chat settings** has **Open ClinikEHR when I sign in to this computer**. It is off by default and isn't available on a shared device or a till.

## Owner controls for a channel

In **Channel details**, an owner can set **Keep messages for** to a shorter time than the clinic's setting, turn on **Disappearing messages** (after 24 hours or 7 days), or **Delete this channel** when nothing was ever posted in it. A channel with disappearing messages shows **Messages here disappear after 24 hours** (or 7 days) at the top, and nobody can tag a patient there. A legal hold always keeps what it covers.

## Questions about an order

A conversation about one order shows the patient and a **Resolve** button. Select it, write how it was settled and select **Resolve and close**; the note is saved on the order.

<StillStuck />


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