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Patient Copilot Help Center

Conversations - How to Add Internal Comments & Mention Users

Use Internal Comments and @mentions in Patient Copilot Conversations to collaborate privately inside a contact thread without exposing notes to the contact. This article defines what internal comments and @mentions are, who can use them, and how to post, search, and notify teammates. * * * ## Managing Notifications - Ensure your notification settings are enabled to receive alerts when you’re mentioned or for new messages in relevant conversations.

  • Navigate to Settings > My Profile > Notifications to enable the respective notifications. * * * ## Frequently Asked Questions Q: Are Internal Comment drafts saved automatically? Yes. Internal Comment drafts auto-save and persist when you switch channels, collapse/expand the composer, or move between conversations. Q: Can contacts ever see internal comments? No. Internal comments are private to your team and never sent to the contact. Q: Do @mentions send email or only in-app alerts? Alerts depend on each user’s notification preferences. Ask teammates to review Settings > My Profile > Notifications. **Q: Are internal comments searchable or filterable later? **Yes, use Filters > Internal Comments. To find items directed at you, use Filters > Mentions of Me. **Q: Who can edit or delete an internal comment? **Internal comments in Conversations cannot be edited or deleted once posted. Q: Do internal comments support attachments? No, attachments are not supported in internal comments. * * * ## Related Articles - Internal Chat: Private Team Communication
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  • Conversations - Snippets
  • View & Edit AI Response Info in Conversations