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Teamio Teamio Help Center

Meet the Action Center

The round bell button in the bottom-right corner of Teamio is your Action Center: a live list of things that need a person. A red number on the bell shows how many are waiting, and new alerts appear the moment something happens.

The Action Center panel with filter chips for All, SMS, Forms, Tx, Appts and Payments, and alert cards for a packet in progress and an unread text.

You’ll get a card when:

  • a patient’s text has waited 15 minutes unread, or 30 minutes without a reply,
  • a patient submits a form or works through a packet,
  • a patient signs a treatment plan or asks a question on one,
  • a patient books online,
  • a patient’s payment through a link goes through or fails.

Most cards let you act right there: reply to a text or a plan question, open the form or plan, or send a new payment link. Clear a card with Dismiss or Mark read.

Learn more

Section titled “Learn more”

The Action Center section covers every alert type, how clearing works, and the rules behind each one:

Section titled “Related”