Follow the above mentioned workflow to land on ‘Patient’ tab. Any messages from the patient are displayed on this screen.
By using the ‘Message’ option, user can communicate with the patient through the patient portal and with the practice users through the application.
To send a message to a patient, hover over the ‘Compose’ button. Select the ‘Message’ option to create a message.
Compose Message/Email
Doing so opens the ‘Compose Message’ tab. Here, user can add recipients by clicking ‘To’ hyperlink.
Click ‘Attach Patient’ hyperlink to attach patient details.
Attach a Patient
This opens the ‘Patient List’ lightbox. Here, a patient can be searched for using their ‘Last Name’, ‘First Name’, ‘Contact Number’, ‘Account No.’, and ‘DOB’.
Patient List
On the top right corner, there is a checkbox named ‘Save to Sent Items.’ The user can mark this checkbox in order to save the messages. When done, click ‘Send.’
