Message Center

Version 14.8

About Message Center

Path: Smart Toolbar > Schedule button > Messages tab
Path: Smart Toolbar > Telephone button

The Message Center serves as the "control center" for correspondence and communication internal and external to your office.

Message Center Map

NumberSectionDescription

1

TabsThe Message Center tabs include:
  • Unread Phone: New messages originating from phone calls.
  • Unread Portal: New messages originating from the Patient Portal.
  • Unread External: New messages originating outside the practice.
  • Needs Action: Messages that have been marked 'Act Req'.
  • Read: Messages marked as 'Read' from the Unread Phone tab.
  • Sent: All sent messages (*Messages can be invalidated by the original sender from the Sent tab).

2

+ New Message buttonThe + New Message button opens the New Message window.

3

Comment buttonThe Comment button allows you to comment and saves the message in the patient chart without sending to a recipient.

4

Reply buttonThe Reply button opens the message in Reply mode with the original sender as the recipient.

5

Reply All buttonThe Reply All button opens the message in Reply mode with all recipients marked to receive the reply.

6

ForwardThe Forward button opens the message in Reply mode without a recipient selected.  Select the recipient to receive the message.

7

Include Prior Text checkboxSelect the Include Prior Text checkbox when you want to include the prior message text in the response.
8
Message gridThe Message grid displays the messages for the selected tab.
9
Message Details gridThe Message Details grid displays the details for the selected message in the Message grid.

10

Search CriteriaThe search criteria narrows a search to look for a particular message.  The criteria includes the following:
  • Scope: Select another individual from the drop-down, or everyone to view others' message (privilege required).
  • Dates: View prior messages by selecting an alternate date range.
  • Confidential: Check the box to view Exempt From Reporting messages (privilege required).
  • Search Schedule: Click icon to open the Search for Appointments window.