**Discuss** and **Document** move in opposite directions.

- **Discuss** starts on a saved Daily Tracking note and opens **New message** about that note. The note stays on the profile.
- **Document** starts on a chat message and saves a copy as a note on a profile. The message stays in Messages.

## Discuss a note

This starts on **Daily Tracking**, not inside Messages.

1. Open **Daily Tracking** for a profile.
2. Find a **saved** note (general note or a comment on a data point).
3. Under the note, next to **Edit** / **Delete**, click **Discuss** (tooltip: *Discuss in Messaging*).
4. Messages opens **New message**. **To** is the note’s author, unless you wrote the note (you cannot message yourself — pick someone else). The draft starts with **Re:** and a **profile · date/time** chip that links to the note in the audit log.
5. Finish the message and send. That starts the direct message, or reopens the one you already have with that person.

If the note is not saved yet, BEHCA asks you to save it first.

**Who sees Discuss:** staff, guests, and managers on **Daily Tracking**. Self-reporters do not. The audit log has no Discuss button.

## Document a message

**Managers** and **Billing users** can save a copy of a chat message as a Daily Tracking general note:

1. Open a conversation you participate in (not a View only oversight thread).
2. On the message, click **Document** (**Add to profile record**).
3. Choose the **Profile** and **Date**.
4. The **Note** starts as the message text. Edit it or leave it.
5. Click **Save to profile**.

The chat message stays in Messages. The new note becomes part of the profile’s Daily Tracking / audit history.

If that profile has Required Documents you have not signed, **Save to profile** stops and says: *You must sign required documents before documenting on this profile.* Sign them, then try again. See [Signing a Required Document](https://support.behca.com/hc/behca-support/articles/signing-a-required-document).

Staff, guests, and self-reporters do not see **Document**.

## When to use which

| Goal | Use |
|------|-----|
| Quick team question | Direct message or channel |
| Care that must live on the profile | Daily Tracking note (or **Document** a chat message) |
| Talk about an existing note | **Discuss** from that note |
| One-way update to many people | Announcement channel |

## Common questions

- **Does Document remove the chat message?** — No. It copies content into a note.
- **Save to profile says I must sign required documents.** — That profile still has a Required Document waiting for your signature, such as a Client Plan of Care. Sign it, then Document the message again.
- **Can I Document while View only?** — No. View only does not add you to the chat, and there is no Join button — even for managers. Ask a channel member (a manager uses **Edit**) to add you, or ask a manager who is already in the conversation to Document it. You cannot join a DM you are only viewing.
- **Does Discuss create a channel?** — No. It opens **New message**. Sending starts a direct message, or reopens the one you already have with that person.

## Related articles

- [Messages overview](https://support.behca.com/hc/behca-support/articles/messages-overview)
- [Starting a direct message](https://support.behca.com/hc/behca-support/articles/starting-a-direct-message)
- [Reading the audit log](https://support.behca.com/hc/behca-support/articles/reading-the-audit-log)
- [Signing a Required Document](https://support.behca.com/hc/behca-support/articles/signing-a-required-document)