We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Choose Recipients

Version 14.19

About Choose Recipients

Path: Clinical tab > Send Message Button > Choose Recipients from Grid button
Path: Practice Management tab > Send Message Button > Choose Recipients from Grid button
Path: Main Navigation Bar > Phone (Messages group) > New Message > Choose Recipients from Grid button
Path: Main Navigation Bar > Portal (Messages group) > New Message > Choose Recipients from Grid button
Path: Main Navigation Bar > External (Messages group) > New Message > Choose Recipients from Grid button
Path: Main Navigation Bar > Need Action (Messages group) > New Message > Choose Recipients from Grid button
Path: Clinical tab > Patient Chart button > Messages > New Message button > Choose Recipients from Grid button
Path: Practice Management tab > Patient Chart button > Messages > New Message button > Choose Recipients from Grid button
Path: Billing tab > Patient Chart button > Messages > New Message button > Choose Recipients from Grid button  

 The Choose Recipients window sets the recipients in the staff directory who will receive the message being created in the Message window. 

Choose Recipients Map

NumberSectionDescription

1

Recipient ListThe Recipient List displays a list of members in the staff directory along with department name.

2

Send checkboxSelect the Send checkbox to add a staff member to the recipient list.

3

Action Required (Act Req)Select the Action Required checkbox if the recipient needs to complete a task related to the message. Selecting Action Required will automatically select Send. 

4

OK buttonOnce all the recipients are selected, click the OK button to add the recipients to the Message.
   Version 14.10

About Choose Recipients

Path: Smart Toolbar > Messages button > + New Message button > Choose Recipients from Grid button
Path: Smart Toolbar > Schedule button > Messages Tab > + New Message button > Choose Recipients from Grid button

 The Choose Recipients window sets the recipients in the staff directory who will receive the message being created in the Message window.      

Choose Recipients Map   

NumberSectionDescription

1

Recipient ListThe Recipient List displays a list of members in the staff directory along with department name.

2

Send checkboxSelect the Send checkbox to add a staff member to the recipient list.

3

Action Required (Act Req)Select the Action Required checkbox if the recipient needs to complete a task related to the message. Selecting Action Required will automatically select Send.

4

OK buttonOnce all the recipients are selected, click the OK button to add the recipients to the Message.