The Messages panel on the Patient Dashboard lets you see your inbox and sent items. It also lets you create new messages.
NOTE: The number of new or unread messages can be seen on the Messages panel. In the picture, “(4 new)” indicates 4 unread messages.
You can view incoming messages and outgoing messages. You can reply to, forward, or delete messages. You can also create new outgoing messages.
To view incoming message:
- From the Patient Dashboard, do one of the following:
Click Messages.
Click Inbox.
The Inbox page will display and list all incoming messages.
NOTE: Unread messages are indicated with bold text.
- For the message you want to view, click Show Details beside the message.
To view your outgoing messages:
- From the Patient Dashboard, click Sent Items.
The Sent Items lists all outgoing messages.
- For the message you want to view, click Show Details beside the message.
The contents of the message will display.
To create a new message:
- From the Messages panel of the Patient Dashboard or the Inbox or Sent Items pages, click Create Message.
screenshot of the create message button
The Create Messages page will display.
- Fill in the fields. Required fields are marked with a red asterisk (*):
To* – add e-mail address for one or more recipient.
To add recipients:
- Click Add Recipient.
The Add Recipients page will display.
- Search for a recipient by name or e-mail address.
- From the search results click TO for each intended recipient.
- Click Done adding recipients.
The Create Message page will show past recipients in the To field.
Cc – add one or more carbon-copy recipient e-mail address. Use the same method described for adding recipients to the To field.
Subject* – A few words about what is in your email.
Message* – write your full message.
- (Optional) To add an attachment to the message:
- Click Add Attachment.
The Add Attachments page will display.
- Select the check boxes to the left of the attachments you want to add.
- Click Add Attachment.
The Create Message page will redisplay with the selected attachment or attachments added to your message.
NOTE: To remove attachments from an unsent message, click the X beside the attachment under the Attached Files section of the Create Message page.
screenshot of continuity of care button
- Click Send.
The message will be delivered to the recipient and the Sent Items page will display.
To reply to or forward a message:
- From the Inbox page, select the check box you want to reply to or forward.
- Click Reply or Forward.
The Create Message page will display.
- Do one of the following:
If you are replying to the message:
- Add your reply to the Message section of the page.
- Click Send.
If you are forwarding the message:
- Add a recipient to the To section of the page.
- Click Send.
The message will be delivered to the recipient and the Sent Items page will display.
NOTE: For instruction on adding recipients or attachments to a message, see To create a new message: on page 8.
To delete a message:
- From the Inbox or Sent Items page, select the check box to the left of the message you want to delete.
NOTE: More than one message can be selected.
- Click Delete.
A window will display asking if you are sure you want to delete the selected record or records.
- Click Yes.
The message will be deleted and the Inbox or Sent Items page will redisplay.