Read & send messages for a single referral

The messages are sent and received for a referral are accessed by clicking the Messages icon messages button on the provider card. From there, you can read all messages from the provider and respond. The message trail also includes referral status change messages such as referral sent, referral accepted pending info, services offered, and so on.

If there are any messages from online providers for a case that haven't been marked as Read, the Unread messages heading column for the patient in the Cases Sent list has a red circle with the total number of unread messages, like this: Unread messages flag.  

  • If you haven't already, from 4Next standalone:
  1. Click Cases Sent on the main menu.
  1. Click the patient name to select a case.
  • If you haven't already, from DHeCare (Epic Hyperspace):
  1. Log in to the Case Management or Care Coordinator module.
  2. From the patient encounter, click the 4Next tab.
  • Click Manage to display the case management view.
  1. Scroll through the provider cards for the case to find the provider you want.

    The Message icon for providers with unread messages is flagged with a yellow circle with the number of unread messages, like this: Message unread icon. If there is an unread message that was sent as high priority, there is a red exclamation point to the right, like this: ! Message icon.

  2. Click Message icon on the provider card.

Reading messages - single provider

  1. Click Message icon on the provider card.

  • The messaging popup includes the list of messages to and from the provider.
  • By default, the list is sorted by date and time, most recent first. To sort by a different parameter, click a column heading. To reverse the sort order, click the column heading again.
  • Inbound messages are flagged with Inbound message flag (red box with down arrow); outbound with Outbound message flag (teal box with up arrow).

  • Messages sent with a priority flag are marked with a red exclamation point !.
  • Unread messages are displayed with bold text and a gray background.
  1. To manually mark a message as read, click Message unread icon. To manually mark a message as unread, click Message read icon

  2. To return to the Manage view for the case, click close.

Sending messages to a single provider

video playVideo: Send a message to a single provider

  1. Click Message icon on the provider card.

  2. Type your message in the New message field.
  3. To flag the message as requiring immediate action, click Priority switch off to turn the Priority switch on: Priority switch on.

  4. Click send.

    Each message is added to the applicable single-provider list and the Communicate message list. Messaging a provider automatically marks all messages from that provider as read Message read icon

  5. To return to the Manage view for the case, click close.

 Sending a message to a provider that denied

When a provider Denies a referral, it's inactivated, and in the case Manage view you have to filter the referrals to show providers with a denied status. You can't resend the referral to the provider, but you can still send a message if the patient disposition changes and you would like them to reconsider the denial. 

Handling failed outbound faxes

Referrals, messages, documents and attachments are sent to verified providers who are not online in 4Next via fax. If you see a "failed" message in the provider's message queue or in the Communicate view , or a fax-enabled provider lets you know that they're not receiving the faxes you're sending:

  • Check that the fax number in 4Next is correct. This information is validated when the provider is given fax-enabled status, but 4Next support relies on the provider to inform us if the number changes. Contact us when a fax number needs to be updated in 4Next.
  • Ask the provider to check that their fax machine is plugged in, powered on, and not busy.
  • Ask the provider to check that their fax machine has paper.

See also