Collaborative Health Record (CHR)

Ingrid Spence

Adeel I. Butt

Sarah

Navigating your inbox, Messaging, Message templates, Managing incoming documents, faxes and Qnaires.

Inbox / outbox

Navigating your inbox

How to filter your Inbox to only view the desired messages

Filtering your inbox

Sorting your inbox

Viewing and managing inbox items

How to manage recalls and future tasks within your Inbox

Snoozing inbox items

Viewing snoozed inbox items and messages

Viewing done inbox items and messages

Marking messages and inbox items as urgent

How to upload a single or multiple documents in your inbox.

Uploading documents to your inbox

How to perform mass actions on your inbox messages

Performing mass actions in the inbox

Finding and viewing old inbox items

Navigating your inbox 

See all documents sent from a patient chart

Patient Outbox

Viewing outgoing items

Outbox

Creating and sending messages to users

Viewing and interacting with patient messages within a patient chart

Viewing messages within a patient chart

Viewing historic messages related to patients

How to add specific items from a patient chart to an inbox message

Adding attachments to internal messages

How to include others in an ongoing conversation

Inviting others to existing messages

How to remove yourself from conversations

Unsubscribing from conversations

How to remove yourself from conversations at the time of sending a message

Unsubscribing from conversations when sending a message

How to remove others from Inbox conversations

Removing others from inbox messages

Using message templates

Using message templates as a Quick Message for incoming faxes and documents

Assigning your default message recipient

Messaging

How to edit or update documents received in the Inbox

Updating files from your inbox

How to split or rearrange PDF documents directly from the inbox

Editing PDF documents

How to create a new patient from a fax or lab in your inbox

Creating a patient from an incoming fax or lab result

Assigning documents and faxes to a provider

Troubleshooting eFaxes

Fax failure reasons

Resending a failed fax to the same fax number

Resending a failed fax to a different fax number

Requiring an owner for all documents

Managing documents and faxes

Viewing Qnaire responses in your inbox

Managing Qnaires within your inbox

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