Create a New Message from the Items List

You can create a new message from the items list.

To create a new message from the items list:

1. Select Actions (…), then select New Message.
2. Search for and select a patient from the Select Patient list.
3. Select an encounter location if necessary.
4. Select Confirm.
5. In the To box, enter or select the appropriate recipients.

   Note:

   When you search for recipients, you can filter the search results to view only recipients who are physicians, in teams (pools), your favorites, or members of the patient's care team. You can also filter the search results by practitioner type.
6. In the Provider box, update or add providers if necessary.
7. In the Subject box, enter the appropriate text.
8. In the Start a New Message box, enter your message text, or select Generate Response to add an AI-generated response. Ensure that you review and update the generated text as necessary.

   Note:

   The Generate Response button is available only when you create a message associated with a prescription renewal or laboratory results. If you add message text before you select Generate Response, the AI-generated text replaces the message text.

   To directly mention someone in your message, press the at symbol (@) to search for and select their name. Once selected, the person is added to the message recipient list if they were not previously added.

9. (Optional) Apply the following text formatting:
   • Font style
   • Bold
   • Italic
   • Underline
10. (Optional) Select High Priority.
11. (Optional) Complete the following steps to add an attachment:
    1. Select Add Attachments.
    2. Complete one of the following steps:
    • Select Generate TOC, select the appropriate encounter, then select Generate.
    • Select Upload From Device and select your file.

      Note:

      The following file formats are supported:

      • .JPG
      • .JPEG
      • .PNG
      • .BMP
      • .GIF
      • .TIFF
      • .PDF

      A total file size of up to 50 MB is supported.

12. Select Send to send your message or select Close to close without sending.

    Note:

    If you add message details before you select Close, the message is automatically saved as a draft.

    When you send a new message to a patient or provider, the message is added to the communication encounter at the location of the patient's most recent visit with the responsible provider in the past three years. If the patient has not had a visit with the responsible provider in the past three years, you select a location for the communication encounter in Step 3.

    When you send a message to only the patient about their results, the message is added to the communication encounter at the location where the originating order was placed.