Messaging & Tasks

Messages
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    Compose a Message

    1. Click Messages
    2. Click New Message
    3. Compose a message
    4. Click Send

    Send an Attachment

    1. Click Messages
    2. Click New Message
    3. Compose a message > click Relates To > find the correct patient (see reference)
    4. Click Attachments > select the correct patient note(s) > click Ok
    5. Click Send

    Open a Messages

    1. Click Messages
    2. Click Inbox > double-click the correct message to open it

    Sort Messages

    1. Click Messages
    2. Click Inbox > click a column heading (e.g. From, To, Subject, etc.) to sort by it
      1. Or click the same column heading again to reverse it
    3. Click the Clear button to reset it

    Search Messages

    1. Click Messages
    2. Click Inbox > enter the search criteria in the search box
      1.  Or click a column heading (e.g. From, To, Subject, etc.) to search by it
    3. Click Search Message

    Open an Attachment

    1. Click Messages
    2. Click Inbox double-click the correct message to open it
    3. Find Attachment(s) > click the adjacent hyperlink

    Reply to a Message

    1. Click Messages
    2. Click Inbox > click the correct message to select it
    3. Click the Reply button > compose a message > click Send

    Forward a Message

    1. Click Messages
    2. Click Inbox > click the correct message to select it
    3. Click the Forward button > enter the recipient(s) > click Send

    Delete a Message

    1. Click Messages
    2. Click Inbox > click the correct message to select it
    3. Click the Delete button to delete it

    Journal a Message*

    1. Click Messages
    2. Click Inbox > click the correct message to select it
    3. Click the Journal button to move it to the patient summary, under the Journal section

    Move a Message

    1. Click Messages
    2. Click Inbox > click the correct message to select it
    3. Select the destination folder from the drop-down > click Move to

    Print Message List

    1. Click Messages
    2. Click Inbox > click the correct message to select it
    3. Click the Print button to print it
    Folders
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      Create Folder

      1. Click Messages
      2. Click the top folder icon  > click New Folder to open the “New Folder” window
      3. Enter the new folder’s name > click Add New Folder

      Rename Folder

      1. Click Messages
      2. Click the folder icon adjacent to the relevant folder > click Rename Folder
      3. Enter the new folder’s name > click Rename

      Delete Folder

      1. Click Messages
      2. Click the folder icon adjacent to the relevant folder > click Delete Folder
      Reference Guide
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        Inbox Section

        • From: displays sender
        • To: displays the recipient(s)
        • Subject: displays the subject of the message
        • Received: displays when the message was received
        • Reference: hyperlink to relevant patient’s chart
        • Due: displays when the due date of the task
        • Paper Clip: shows whether the message contains an attachment
        • Read Date: displays when the message was read

        Message Window*

        • To: enter to whom the message will be sent
        • Relates To: enter to which patient the message relates
        • Subject: enter the subject of the message
        • Attachments: selects which patient notes to attach to the message
        • cc Journal: adds this message to the patient’s Journal
        • Forms: selects which forms to attach to the message

        Messages Toolbar*

        • New Message: creates a new message
        • Refresh: refreshes the Inbox with the most recent messages
        • Delete: deletes the selected message
        • Unread: marks the selected message as unread
        • Print: prints the selected message
        • Chart: opens the related patient’s chart of the selected message
        • Forward: forwards the selected message
        • Reply: replies to the selected message
        • Journal: moves the selected message to the patient’s Journal
        • All: toggles between showing “All” messages, or only messages from either patients or the care team
        • Move to: selects a folder to move the selected message 
        • Filter: filters messages according to the user’s selections
        Advanced Configuration
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          View Users Messages

          1. Click Messages
          2. Click the drop-down beside the current user’s name > click the correct user to view that user’s messages

          Configure Routing Rules

          1. Click Settings > click System Configurations > expand Message > click Configuration

          • Action: enter the action witch which to route a message
          • Value: enter where to route a message for a specific action

          Configure Color Rules*

          1. Click Settings > click System Configurations > expand Message > click ColorCode

          • Matching Phrase: enter the keyword or phrase to associate with the color
          • Match To: select which field of a message to match to the matching phrase
          • Color: select the color to associate with the keyword or phrase

          Configure Subject Options

          1. Click Settings > click System Configurations > expand Message > click Subject

          • Subject: enter the name of the option