• Home
  • Academy
    • Training Videos
    • Webinars
  • Release Docs
  • FAQs
  • Contact
PracticeSuite – Help
  • Home
  • Academy
    • Training Videos
    • Webinars
  • Release Docs
  • FAQs
  • Contact

Patient Inbox

/Patient & Patient Account /Patient Inbox

The Inbox tab of the Patient Demographics page facilitates interoffice communication regarding matters related to a patient. Inbox also promotes sending messages to the patient through the patient portal.

The following are the steps in accessing the Inbox.

1. Login to Practicesuite using login credentials provided.

2. From the main menu, select Patient. Patient Search screen opens up. Provide the required search parameters. From the patient list, select the appropriate patient, after which the Patient Demographics page of the patient opens up.

3. Click on the Inbox tab, and Image 1 opens up.

Image 1

Table 1 explains each menu item.

Menu Item Description
Inbox for interoffice messages related to the patient
Interoffice messages already sent
Messages archived
Inbox for patient Communication. Sent messages are also displayed here. A icon indicates that the message is a sent one.
Tasks to be done related to the patient selected

Table 1

4.  There are three kinds of messages in the Demographics Inbox- Interoffice, Patient communication, and To- do list. For all messages, the sender will be the user who is currently logged in.

a. Interoffice:

This refers to the communication between different users of the system regarding the patient. To compose an Interoffice message, click on and click . The screen, as in Image 3, opens up.

Image 3

i. In the To field, select the user to whom the message is to be sent. The From field displays the current user.

ii. Add Cc if required. Set the Priority, type in the Subject and Message. Attach files if needed, and click on Send. The Send Email notification checkbox, if checked, sends an email reminder to the user whenever a message arrives in his/her inbox.

b. Patient Communication

This section contains communication messages between the practice and the patient. Image 4 is a sample screenshot of Patient Communication Inbox. The inbox also holds sent items. The mark (highlighted in Image 4) indicates that it is a sent message.

To compose a Patient Communication, click on and click . Image 4 opens up.

Image 5

i. Set the Priority, type the message, and click on Send.

c. To Do List

The menu displays a list of tasks to be done related to the patient. Click on the button on the top right of the screen to add a new task. See Image 5.

Image 6

i. Fill in the required fields and click on Save. The task will get included in the To-do List. You can filter the tasks by selecting from the Show drop-down shown in Image 6.

Image 7

Related Articles

  • Locate Statement# for Bill Payment

    Where to Look for Statement#? As bills can be formatted differently based on the type of ...read more

  • Demographic Sheet Report

    Demographic Sheet Report displays the demographic information of a patient in a printable form in ...read more

  • Generate Patient Labels

    PracticeSuite facilitates the generation of Demographic labels and Avery 5160 Lab (Adhesive type) labels. In ...read more

  • Patient Demographics

    Patient Demographics is the patient master page where all the personal information about a patient ...read more

  • Patient Account

    A patient account is a consolidated view of the charges billed and the claims generated ...read more

  • Recalls and Alerts

    To create Recalls & alerts for a patient, follow the below-given steps. 1. Invoke Patient Menu ...read more

Free, Interactive Billing Training Webinars

Register Here

Categories

  • Introduction to Practicesuite 6
  • Authorization 3
  • Online Review Management (ORM 6
  • Setup & Advanced Setup 37
  • Scheduler 26
  • Patient & Patient Account 28
  • Patient Portal 15
  • Charges & Claims 38
  • Payments 18
  • Add-On Services 7
  • EHR 105
  • Report Central 141
  • Workflow 3
  • Collections 5
  • Security 4
  • HIPAA Office 6
  • FAQs 164
  • Product Release 56
  • Inter Office Messaging 2
  • Time Card 1
  • Miscellaneous 4

Popular Articles

  • Common Clearinghouse Rejections – TriZetto
  • Mass Posting
  • Create Custom Superbills
  • Locate Statement# for Bill Payment
  • How to add an Insurance Company
  • How do I Track the claims submitted to Emdeon clearing house?
  • Initiating Practicesuite.com
  • System requirements
  • How to scan an insurance card?
  • How to Enter ICD-10 code from EHR Module?
Copyright © 2023 PracticeSuite Inc. All Rights Reserved.