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.