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Message Module Basics

Version 14.19

From the Main Navigation panel, click Phone, Portal, External, or Need Act in the Messages section to open the Message Center. The Notification to the right of each item corresponds to the number of unopened messages in the specified tab of the Message Center. Click any of these items to open the Associated tab of the Message Center.

Message Module Elements

ElementDescription
Tabs
  • Unread Phone: New messages originating from phone calls.
  • Unread Portal: New messages originating from the Patient Portal. These messages can include demographic changes, appointment requests, referral requests or medication refill requests.
  • Unread External: New messages originating from external attachment files (PDF). 
  • 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 deleted by the original sender from the Sent tab).
Message ListView details of the highlighted message (1) in the lower portion (2).
New Message
Opens the New Message form.
ReplyOpens the message in Reply mode with the original sender now the recipient.
Reply AllOpens the message in Reply mode with all original recipients marked to receive the reply.
ForwardOpens the message in Reply mode without a recipient selected.
Includes the prior message text in the response. From the Message Center the checkbox is deselected. 

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 box to view Exempt From Reporting messages (privilege required).

Search Schedule: Click icon to open the Search for Appointments form.

Version 14.10

From the Quick Button toolbar, click  The numbers under the telephone correspond to:

Unread Phone MessagesUnread Portal MessagesUnread External MessagesNeeds ActionReadSent

OR 

on the (F7) Schedule and Practice Workflow window, click the Message tab  to open the Messages module.

Message Module Elements

ElementDescription
Tabs
  • Unread Phone: New messages originating from phone calls.
  • Unread Portal: New messages originating from the Patient Portal.
  • 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 deleted by the original sender from the Sent tab).
Message ListView details of the highlighted message (1) in the lower portion (2).
Opens the New Message form.
Opens the message in Reply mode with the original sender now the recipient.
Opens the message in Reply mode with all original recipients marked to receive the reply.
Opens the message in Reply mode without a recipient selected.
Includes the prior message text in the response.
  • Scope: Select another individual from the drop-down menu, or Everyone to view others' message (permissions required).
  • Dates: View prior messages by selecting an alternate date range.
  • Confidential: Check box to view Exempt From Reporting messages (permissions required).
  • Search Schedule: Click the icon to open the Search for Appointments form.