Composing a Phone Message or Reminder Using the Message Center Cloud Component

Complete the following steps to compose a new phone message or reminder:

1. Select Compose at the top of the detail view and choose Compose Message or Compose Reminder.
   
   

   Note

   Compose is also available in the Summary view and the Laboratory, Pathology, and Radiology detail views in Results To Endorse.

   Note

   On a mobile device, Compose is also available in folders, subfolders, and the list view.

2. Enter recipients as necessary in the To box using the recipient search or recent recipients. The To box is empty by default when you compose a message. Select CC to display the CC box and add CC recipients.
   
   1. Select Add Patient  to open the Patient Search and Encounter Selection views and select a patient and encounter. Once you select a patient, the patient demographics bar is displayed under Add Patient and the button is unavailable.
3. Enter a subject for your message or reminder.
4. Select Templates in the Subject box to view template options for the message or reminder. Once you select a template, it is displayed in the body of the message or reminder. 

5. Enter your text in the body of the message or reminder by using the keyboard, dictating, or by using automatic text phrases.

   
   

6. Select Options to enter additional details for the message.
   • The Options view contains the following elements on a message:

     • Priority: Check box that allows you to send the message as high priority.

     • Save to Chart: Check box that allows you to save the message to the patient's chart.

     • Document Type: Allows you to select a document type. The Document Type element is required on a patient-related message for which Save to Chart is enabled.

     • Due Date: Calendar that allows you to select the current date or a date in the future.  The message will be due at the end of the day (11:59pm) on the date selected. 

     • Disable Patient Replies: Check box that allows you to prevent the patient from replying to a message sent to the HealtheLife portal.

   • The Options view contains the following elements on a reminder:
     • Show Up Date: Calendar that allows you to select the current date or a date in the future. The reminder will show up at the beginning of the day on the date selected. 

     • Priority: Check box that allows you to send the reminder as high priority.

     • Save to Chart: Check box that allows you to saves the reminder to the patient's chart.

     • Document Type: Allows you to select a document type. The Document Type element is required on a patient-related message for which Save to Chart is enabled.

     • Due Date: Calendar that allows you to select the current date or a date in the future.  The reminder will be due at the end of the day (11:59pm) on the date selected. The due date on the reminder must be a date after the show up date.

7. Select Send to send your message or reminder. Select Cancel to discard your message or reminder. You are returned to the previous view.
   • You will recieve an error alert in the compose view if you attempt to send the item in the following circumstances:
     • The message or reminder does not have a subject or content.
     • The Save to Chart check box is selected but a document type is not defined.
     • The message or reminder contains an invalid recipient.
     • The reminder has a due date defined that is before the show-up date.