Messages

Access:: Messages and broadcasts at Do the work, set by role in Settings → Roles

Step by step

Start a conversation, pick who is in it, and write.
A conversation on a record is started from that person's Messages tab and stays there.
Search finds a word in any conversation you can already see.
The office can export what it is looking at to a spreadsheet — the whole list, or just the results of a search.

The number on the speech-bubble icon counts conversations you are IN with something said since you last opened them.
The panel's box filters the conversations already listed in it. The search that reads every message you can see is on this screen.
Who can see what is set by your organisation in Settings → Teams. Out of the box, you see only the conversations somebody has put you in.
The row stays, marked withdrawn, with who did it — because this is meant to stand up to an audit.
Your organisation can archive quiet conversations automatically after a set number of days.

Start a conversation with one person or several. Pick the people, give it a subject if it helps, and write.

Copy one message onto the client's record — as a progress note, or as a task on their care plan. The message stays in the conversation.

It only appears on a conversation that is already on somebody's record.
A task on the care plan is a standing instruction that gets copied onto future shifts — right for something to be done every visit, wrong for a one-off errand.
Filing from an office-only conversation ticks Office only on the note by default.
The entry names who wrote the message, when, and who filed it.

This is the help Corella shows on this screen, word for word, written in its default words: client and carer.