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We are currently updating the OP Help Center content for OP 20. We appreciate your patience as we continue to make these updates. To locate the version of your software, navigate to: Help tab > About.

Message

Version 14.19

About Message

Path: Main Navigation Panel > Phone, Portal, External, or Need Action > New Message/Comment (or Save)/Reply/Reply All/Forward button
Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Messages > New Message/Comment (or Save)/Reply/Reply All/Forward button
Path: Clinical or Practice Management tab > Send Message button

The Message window creates a new message in the Message Center.

Message Map

Number
SectionDescription

1

Current Message tabThe Current Message tab creates a new message.

2

Orders tabThe Orders tab displays any outstanding orders for the patient. Orders are categorized by order type (for example: medications). Within the Orders tab, the Order Worksheet button opens the Order worksheet window, and the Order Template button opens the Order Template for Phone Messages window.

3

Prior MessagesThe Prior Messages tab lists all prior messages related to the patient.
4Message InfoThe message info is located on the left-hand side of the Message window and includes:
  • The patient's information
  • Call detail fields for the purpose of documenting a telephone or portal message or care
  • Message visibility setting
  • Message recipient(s)
  • Message subject 
  • DX 1 and 2, Add to PL (Problem List checkboxes)
  • Message body
  • Attachments

5

Patient InformationThe Patient Information panel displays tabs to access the patient’s Medical Summary and Demographics.

6

Print buttonThe Print button prints the message.

7

Send buttonThe Send button transmits the message to the determined recipient.

8

Cancel buttonThe Cancel button cancels the message being created.
Version 14.10

About Message

Path: Smart Toolbar > Schedule button > Messages tab > + New Message button
Path: Smart Toolbar > Telephone button > + New Message button

The Message window creates a new message in the Message Center.

Message Map

Number
SectionDescription

1

Current Message tabThe Current Message tab creates a new message.

2

Orders tabThe Orders tab displays any outstanding orders for the patient.  Orders are categorized by order type (for example: medications).  Clicking the Order Worksheet button opens the Order worksheet window.  Clicking the Order Template button opens the Order Template for Phone Messages window.

3

Prior MessagesThe Prior Messages tab lists all prior messages related to the patient.

4

Patient InformationThe Patient Information panel displays the patient’s medical summary and demographics.

5

Print buttonThe Print button prints the message.

6

Send buttonThe Send button transmits the message to the determined recipient.

7

Cancel buttonThe Cancel button cancels the message being created.