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Create a Message

Version 14.19
Path: Clinical, Practice Management, or Billing tab > Send Message button


In this article, you will learn how to create a new message.

Creating a New Message

  1. Use one of the below methods to open a New Message window.
  • Click the Send Message button on the Clinical or Practice Management tab.
  • Click Phone in the Messages section of the Main Navigation Panel.
  • Click the New Message button.
  1. Search and select a Patient using the patient search field  . The patient's information populates in the top panel.

  1. Complete the following Fields:
  • Spoke with: Select an Option from the drop-down menu.
  • Time of call: The time and date stamp are entered when the message is opened, to change it click the Drop-down menu.
  • Call length (Optional): Enter the Length of call, in minutes, or click the Drop-down menu and select from the number pad.
  • Urgent: Select the Checkbox to alert the recipient(s) of an urgent message.
  • Note: Default visibility for the message is set to Any staff member. To change, click the Drop-down menu and select from the list.
  1. Select an Option from the To: drop-down menu. 

Note:  Repeat the steps to select multiple recipients. You may also choose to send a message to Departments or Everyone with a user login. You can also use the Recipient Grid button  and select the checkbox in the Send column for the recipient.

  1. Select additional recipient actions (Optional). 
  • No one: Document a message in the patient record, is not sent to a recipient.
  • Patient Portal: Message create or respond for the Patient Portal.
  • All Must Read: All recipients are required to read the message. Typically used when sending a message to a group of users, department or everyone.
  • No Response Allowed: Closes the message from further responses.
  1. Complete the Fields of the message using the information below.
  • Subject: Brief description of the contents of the message
  • Message: Documentation of the message detail. The below buttons are available to use in the Message field.
    • Clear Triage:  
    • Phrase Construction:
    • Prescription Record:
  1. Click the Send button.
Version 14.10
Path: Smart Toolbar > Schedule button > Messages tab


On this page you will find instructions on how to create a new message.

Creating a Message

  1. To open the Message form, click the Send button on the Smart Toolbar.


From the Schedule and Practice Workflow window, click the Messages button .

  1. Click the New Message button  .

Practice Workflow: Messages 

  1. Search for the Patient in the Search box   . Once selected the patient's information is displayed in the left header fields.
  2. In the right message header fields, complete the following Fields:
Field NameDescription
Spoke withSelect mother, father, guardian, etc.
Time of callThe time and date stamp are entered when the message was opened, to change it click the Drop-down menu (optional).
Length of callIf phone time is tracked, click the Drop-down menu in the Length of call field or enter the Number of Minutes spent on the phone call (optional).
UrgentA message marked Urgent will be the color red the in the recipient's inbox.
Note VisibilityDefaults to Any staff member. If the message is confidential change it to a higher visibility.


  1. Select an Option from the To: drop-down menu.
Field NameDescription
SendUsed to select the recipient or recipients.
Act ReqAction Required is used if the recipient needs to complete a task related to the message. To send as Action Required click the Double checkmark button after selecting a recipient .
Clickand select the Action Required checkbox.
DepartmentSelect an entire Department to send the message (optional).


  1. Choose To options (optional): 
Field NameDescription
No OneUsed to document a message in the patient record and is not sent to a recipient.
Patient PortalUsed to respond to messages from the Patient Portal.
All Must ReadUsed if the sender wants all recipients to view and/or respond to the current message.
No Response AllowedMarks the conversion as closed disallowing further responses.


  1. Enter a brief Description of the message in the Subject field.
  2. Enter the Details in the Message field.
  3. Click the Send button.