Notifying Parents of a Message on Patient Portal

Version 14.19
If you are using Office Practicum's Patient Portal you have the ability to send a parent a notification email of a message using the Patient Message eXchange.

Please follow the steps below:

  1. Check to see if you you have messaging credits available.
  2. Create a template for patient portal message notifications.

  1. When setting up the template, make sure that the sort order is set to zero.

  1. Preferred method of contact is selected for the patient portal under the F2 Register.

  1. In the Message Center, when sending a message to a parent a notification from the Patient Message eXchange will automatically be sent to the parent's email that is on file in the F2 Register.

Please note:

  • An Authority must be selected in the contact's information under the F2 register.  This field cannot be left blank.  Although it is not a required field for the patient portal to work is must be selected in order to use the Patient Message eXchange.

  • It is a best practice to select "Resides with" when applicable a message from the Patient Message eXchange will not be sent if here is a "End Date" selected.
  • Notification messages will not be sent is there is an "End Date".
Version 14.10
If you are using Office Practicum's Patient Portal you have the ability to send a parent a notification email of a message using the Patient Message eXchange.

Please follow the steps below:

  1. Check to see if you you have messaging credits available.
  2. Create a template for patient portal message notifications.

  1. When setting up the template, make sure that the sort order is set to zero.

  1. Preferred method of contact is selected for the patient portal under the F2 Register.

  1. In the Message Center, when sending a message to a parent a notification from the Patient Message eXchange will automatically be sent to the parent's email that is on file in the F2 Register.

Please note:

  • An Authority must be selected in the contact's information under the F2 register.  This field cannot be left blank.  Although it is not a required field for the patient portal to work is must be selected in order to use the Patient Message eXchange.

  • It is a best practice to select "Resides with" when applicable a message from the Patient Message eXchange will not be sent if here is a "End Date" selected.
  • Notification messages will not be sent is there is an "End Date".