Unread External Direct Messages

Complete a Message Received through Direct Messaging

If using Direct Messaging and receiving inbound messages from external sources, below are instructions on completing the message in OP.

Reconcile a Referral Transition of Care

  1. Click the Sched button in the Smart toolbar. The Schedule and Practice Workflow window appears.
  2. Click the Messages tab.
  3. Click the Unread External tab.
  4. Select a message in the list and click the attachment found in the reading panel. A Continuity of Care document displays.

  1. The Item Type defaults to Referral Letter. If the attached document is not a referral, click the dropdown arrow for Item Type and select from the list.
  2. Click the Item Category dropdown arrow and select a category from the list.
  3. Click the Save Item Properties button.

  1. Complete the reconciliation process for a referral following the steps below:
  1. Click the Referrals tab.
  2. Click the paper clip on the referral to attach the document. The document reconciliation tabs display.
  3. Click the Medications tab and reconcile the medication list. This will mark the document as reviewed.

  1. Click the X to close the Medications window.
Note: If a referral is not available to attach the document, click the TOC button to create a Transition of Care record.
  1. Return to the Unread External tab of Messages.
  2. Select the Read checkbox to the left of the message.