Inbox

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17 articles in this collection
Written by Tara Macklin, Mitch Glazier, Alison Brunskill and 1 other

Inbox Functionalities

Mass Actions within your Inbox

This article goes through the fundamentals of the available mass actions in the inbox.

Written by Alex MacNeil
Updated over a week ago

Uploading Documents to your Inbox

This article will explain how to of upload documents on mass to your CHR Inbox.

Written by Alex MacNeil
Updated over a week ago

Filtering your Inbox

How to filter your inbox - selecting what to see in your Inbox dashboard

Written by Tara Macklin
Updated over a week ago

Snoozing your Inbox Items

How to manage recalls and future tasks within your Inbox

Written by Tara Macklin
Updated over a week ago

Inbox Items

Viewing and Managing Inbox Items

How to manage your Inbox Messages

Written by Tara Macklin
Updated over a week ago

Viewing "old" Inbox Items

How your Inbox is filed and stored

Written by Tara Macklin
Updated over a week ago

Inbox Messages

Sending an Inbox Message

How to send an inbox message - here are the two ways

Written by Tara Macklin
Updated over a week ago

Sending an Inbox Message to a Group

How to send a message to a specific set of people

Written by Tara Macklin
Updated over a week ago

Adding Attachments to Messages

How to add specific items from a patient chart to an Inbox Message

Written by Tara Macklin
Updated over a week ago

Create a message with a patient chart attached

This is great for tasks related to a patient or recalls

Written by Tara Macklin
Updated over a week ago

Qnaires

Reviewing a Qnaire response within your Inbox

How our system notifies you once a patient has completed a Qnaire.

Written by Tara Macklin
Updated over a week ago

Managing Labs and Faxes within your Inbox

Creating a patient from a Fax or Lab

How to create a new patient from a Fax or Lab (from within your Inbox)

Written by Tara Macklin
Updated over a week ago

Using the PDF Splitter

How to use our "in-house" PDF splitter

Written by Mitch Glazier
Updated this week

Workflows - Labs

Reviewing Labs - MOA

Written by Tara Macklin
Updated over a week ago

Reviewing Labs - Physician

Written by Tara Macklin
Updated over a week ago

Inbox Customizations

Assigning a Primary Assistant to receive messages

Shortcut to send messages/tasks to the same staff person without having to select them.

Written by Alison Brunskill
Updated over a week ago

Creating and Using Message Templates

How to send messages faster with fewer clicks

Written by Tara Macklin
Updated over a week ago