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.
Table 1 explains each menu item.
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.
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.
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.
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.