Viewing patient messages

In the patient health exchange inbox, you can view the messages that you receive from any patients (through the Updox portal) regarding their health information.

Notes:

For a message regarding health information to appear with the patient messages, when composing the message, the patient must select the Add this information to my medical chart checkbox. The patient can send the message with or without an attachment.

The messages that appear in your patient health exchange inbox are the same ones that appear in your inbox in the Updox secure messaging application.

Accessing the patient health exchange inbox requires the "Patient Health Exchange Document Inbox, Open" security right.

To view a patient message

In Office Manager, do one of the following:

Click the Patient Health Exchange Inbox button on the toolbar.

On the File menu, click Patient Health Exchange Inbox.

If applicable, do one of the following:

If the Password - Patient Health Exchange Document Inbox, Open dialog box appears, user verification has been assigned to the "Patient Health Exchange Document Inbox, Open" task. Do one of the following:

If your user account has been granted the "Patient Health Exchange Document Inbox, Open" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Patient Health Exchange Document Inbox, Open" security right, have a user with permission temporarily override this restriction so you can access the patient health exchange inbox this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patient Health Exchange Document Inbox, Open" security right. To have a user with permission temporarily override this restriction so you can access the patient health exchange inbox this one time, do the following:

On the message, click Yes.

In the Password - Patient Health Exchange Document Inbox, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

A progress indicator appears, followed by a completion message.

Click Close.

The Patient Health Exchange Inbox dialog box appears.

Select the Patient Messages tab.

By default, the messages received today appear. To specify a different date range, do the following:

Do one of the following:

Enter the starting date (in a m/d/yyyy format) of the date range for From and the ending date (in a m/d/yyyy format) of the date range for To.

Select the starting date of the date range for From and the ending date of the date range for To. To select a date, do the following:

Click the corresponding calendar icon to view a month calendar.

Navigate to the correct month using the left and right arrows.

Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.

Click the correct day.

Click Search.

From here, you can see which patients sent messages regarding their health information. To find out what (if any) information you need to update in the record of a patient who sent a message, view the message from that patient's Medical Alerts window.