Messaging Tutorial - Part 3: Your Secure Messaging Inbox
In part three of the Messaging Tutorial, you will learn how to manage messages in your secure messaging inbox. This inbox is used to receive results for patients, securely contact other providers, and to view scanned documents assigned to you by reception.
*NOTE Inbox is part of the Clinical module, and is only visible when you have either a Clinical or an Integrated subscription to MediRecords.
To open Messaging, click the the Mailbox Icon, which is the seventh tab on the MediRecords Application Ribbon.
Users with a Practice Management subscription will not be able to see the Inbox. If you are a user with a Practice Management subscription, please click here to proceed to Messaging Tutorial - Part 2: Holding Bay.
If you have an Integrated subscription, you will need to click the Inbox button to switch to your Inbox.
If you have a Clinical subscription, you don't need to worry about this step, as you will only have access to Inbox.
The Inbox stores all secure messages that have been linked to a patient and allocated to you. Messages will stay in the Inbox until reviewed and then formally closed. Once a messaged has been actioned, it will be stored in Correspondence in patient's clinical record, where it can be retrieved and reviewed at a later date.
To switch to your Outbox, click Outbox to view your sent messages.
To filter the list of messages, click Filter to reveal a drop-down list, and select a filter under Type, Status, Provider or When.
You can select more than one filter - active filters will have a tick next to the name.
To search for a message, click the Search-box and type in a Keyword from the Subject / test name. Press Enter and system will a list of the closest matches.
You can also search using keywords from Patient Name, To and From.
To link a result message to an existing request that is awaiting results in the patient's clinical record, click Link to Request, and the message will expand to display a list of all outstanding requests for the patient.
Click the Tick-box next to the name of the open request, and click Partially Received or Fully Received.
To open the patient record, click More to reveal a drop-down list, and click Open Patient.
To create a new patient from the message, click More to reveal a drop-down list, and click Create New Patient to open a new patient form.
To flag the message as patient notified, click More to reveal a drop-down list, and click Patient Notified.
To flag a message as confidential, click More to reveal a drop-down list, and click Flag as Confidential.
To create an activity from the message, click More to reveal a drop-down list, and click Create Activity to open an activity form.
To print the message, click More to reveal a drop-down list, and click Print to open a print preview.
To delete the message, click More to reveal a drop-down list, and click Delete to permanently delete the message.
Click Yes to acknowledge the message will be deleted.
To add details of the patient's INR, click INR to open the INR form.
To add detail of a Pap Smear (cervical smear), click PS to open the cervical smear form. Patient must be listed in MediRecords as female for this option to appear.
To create a Task regarding a patient, click the Task Icon to open the task form. Click Save when details have been filled.
To create a Clinical Action regarding the patient (e.g. Recall), click the Clinical Action Icon to open the form. Similar to Tasks, click Save when done.
To book a new appointment for the patient, click the Calendar icon to open an appointment form.
To send an SMS to the patient, click the SMS icon to open the SMS On Demand form.
Lastly, to close the message, you will need to add details of the Results, and your Comments to the message.
Click Results to reveal a drop-down list, and select the outcome or result. Click Comments and type in your clinical comments or observations. The system will remember previous comments you have typed in, and these can be selected by clicking the down-arrow to insert in future messages.
Once you have entered both a Result and Comments, click Checked to close the message and it will be removed from your inbox.
Thanks for taking the time to review this tutorial.
The Messaging Tutorial is now complete.