Understanding How Engage Works in Adit (Engage 2.0)

Understanding How Engage Works in Adit (Engage 2.0)

Adit’s Engage 2.0 brings a modern messaging system. It unifies all communication - patient conversations and internal staff chats - into one centralized, streamlined interface. Whether you are chatting with a patient, assigning a task, or collaborating with teammates, Engage 2.0 is built to support fast, clear communication with less friction.

With the new UI/UX update, all navigation now lives in the left sidebar, giving users more screen space and easier access to key features. The top bar includes a global search to quickly find patients, tasks, or team members.


Engage 2.0 introduces a dedicated chat sidebar that breaks messages into four sections:

  • Patients 
  • External SMS
  • Internal Direct Messages 
  • Internal Group Chats

Types of Conversations in Engage


Patient Conversations

The Engage module in Adit lets you securely communicate with patients and external contacts via SMS. You can also collaborate internally by sending messages to team members. This article explains how to send, manage, and organize your conversations, and outlines all available actions within the message panel.

Conversations with Patients and External SMS

  • Patients:
    You can send and receive direct messages with your patients. These conversations are logged in the patient’s chart for easy reference.
  • External SMS:
    External SMS refers to messages that come from a mobile number not yet associated with any patient profile in Adit. When a message is received from such a number, it appears in the conversation thread as an external message.

Internal Conversations

The engage module also lets you send direct messages to your internal teams within the same location or across locations in your organization.

Internal Direct Messages

  • 1:1 Messages: These are private messages between staff members, offering a direct and confidential communication channel.
  • Updated Module: The new internal chat system now resides under the Engage tab alongside patient messages, consolidating communication within a single interface.

Internal Group Chats

  • Real-Time Collaboration: Group chats allow team members to collaborate in real-time, making them ideal for discussing patients, practice workflows, or daily coordination.
  • Shared Threads: Work together on common tasks and updates, ensuring everyone stays on the same page.

How to Send Messages To a Patient

  1. Navigate to Messages > Home.
  2. Click + New and select Patient.
  3. A pop-up window will appear.
    • Search and select the patient from your list.
    • Type your message.
    • Attach files or templates if needed.
  4. Click Send.

How to Send Messages To an Internal User

  1. From Messages > Home, click + New and select Internal Direct.
  2. Search for the staff member by name.
  3. Type your message and click Send.


Home vs. Mentions

  • Home: Shows all conversations you’re part of.
  • Mentions: Filters to messages where you were directly tagged


  • Use the Search bar in Messages to quickly find a patient, keyword, or conversation thread.


Unread Toggle & Filters

  • Unread Toggle: Show only conversations with unread messages.
  • Filters: Narrow down conversations by type (e.g., Patients, Internal Direct, Groups).

Conversation Actions

To manage messages effectively, you can use the following actions:

  1. Mark as Unread: This keeps the message highlighted as new, ensuring it stands out for later attention.
  2. Forward: Send the message content to another patient or internal user for further review or action.
  3. Reply: Respond directly within the thread to maintain context and communication continuity.
  4. Copy Link to Message: Generate a shareable link to the message thread for easy access by colleagues or team members.


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