Create a Message

Version 14.19
Path: Clinical tab > Send Message button
Path: Practice Management tab > Send Message button
Path: Main Navigation Panel > Phone > New Message button

Overview

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

Create 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 Main Navigation Panel. Then, click the New Message button.
  1. Search and select a patient using the patient search field  .
  2. Once selected, the patient's information populates in the top panel.

  1. Complete the fields of the panel using the information below.
  • Spoke with: Click the dropdown arrow and select from the list
  • Time of call: The time and date stamp are entered when the message is opened, to change click the dropdown arrow.
  • Call length (Optional): Enter the length of call, in minutes, or click the dropdown arrow and select from the number pad.
  • Urgent: Click 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 dropdown arrow and select from the list.
  1. Click the dropdown arrow in the To: field and select who receives the message. 
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 may 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

Overview

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

Create a Message

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


OR

From the Schedule and Practice Workflow window select 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 will appear in the left header fields.
  2. In the right message header fields, complete as appropriate:
Field NameDescription
Spoke withSelect mother, father, guardian, etc.
Time of callThe time and date stamp are entered when the message was opened, to change click the drop-down arrow (optional).
Length of callIf phone time is tracked, click the drop-down arrow in the Length of call field or type 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.

Message

  1. Click the drop-down arrow in the To: field to select a recipient or multiple recipients.
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 on the double checkmark button after selecting a recipient .
OR 
Click onand place a checkmark next to Action Required.
DepartmentSelect an entire Department to send the message (optional).

 Message

  1. Choose To options.  Note: These selections are 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.


Message

  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.

Message