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Teams & Canvas Teams Chat

A step-by-step guide for administrative staff on how to set up and use the “Teams” group functionality and the built-in Canvas Chat messaging tool within Canvas EHR to streamline team communication and workflow coordination.

Admin Lesson (Teams & Canvas Chat)* - Watch Video

Purpose of this Video

This video is designed for office administrators and support staff using Canvas EHR. It walks through how to create, manage, and leverage “Teams” (group‐based staff roles) within Canvas, and how to use Canvas Chat (the internal messaging tool) to improve communication, assign tasks, and coordinate more efficiently across the practice.

What You’ll Learn

  • How to access the Teams configuration area in Canvas (via Settings → Practice → Teams). Canvas Medical

  • Adding a new Team: naming, assigning responsibilities, and adding staff members. Canvas Medical

  • Understanding how Teams are used for task generation and workflow processes (e.g., referrals, lab orders, communications) when responsibilities are assigned. Canvas Medical

  • How to use the Canvas Chat tool: where to find it, how to message individual staff or entire Teams, how to reference patients (#) and staff (@) in messages for quick context and links. Canvas Medical+1

  • Best practices for organizing Teams and using Chat to keep administrative workflows clear, timely, and visible across your practice.

Key Takeaways

  • Setting up well-defined Teams ensures tasks and workflows can be delegated and assigned at the team level — not just individually — which boosts coordination and accountability.

  • The Chat tool inside Canvas gives instant communication channels among staff and allows referencing patient charts or people directly for faster action.

  • Using Teams + Chat together supports a more efficient workflow: e.g., message your “Referrals” Team via Chat, create a task, and track completion without leaving the conversation.

  • Maintaining your Teams structure (updating roles, removing old accounts, assigning correct responsibilities) ensures the system supports your practice and doesn’t cause errors or confusion.

  • Strong internal communication and workflow clarity reduce administrative bottlenecks, improve staff satisfaction, and help ensure patients move smoothly through your practice’s processes.