Sending a Note via Clinical Message

1.   If you haven't already, select the patient and go to the Notes or Document Management module.

Note: Document Management defaults to displaying the Preliminary queue. Select another queue, as desired.

2.   Click the subject of the note to display it.

3.   Click Cl. Message.

4.   The Clinical Message dialog box displays. To add message recipients, do any of the following:

• Select a recipient from your practice or the patient’s provider list

  • Click the button next to one of the following options: My Current Location, Entire Practice, or Patient’s Provider List. The list populates the upper left display field.

  • Scroll to find the desired name, and click the name to select it. Then click   to include this name in the recipients field on the right.

  Note:

  • If  there are two or more recipients listed with the same name), select a name and click  to display additional demographic information from the CPM (Corporate Provider Master). If the recipient is not in the CPM, a message displays stating that no additional information is available.

  • The Patient's Provider List option includes providers that have been added to the patient’s Table of physicians in the LMR (Summary 2 module).

• Search for a recipient by name

  This search allows you to select any other Partners provider. This search is not limited to your practice or the patient’s provider list.

  a.  Type the full or partial name of the person you wish to search for. Type the last name first. Enter a comma and then type the first name, if desired. You can enter only part of the name (even a single initial is allowed) to save time.

  b.   Click Search. Matching names populate the display field on the left.

  c.   Click the desired name to select it, and click  to include this name in the recipients field on the right.

  Note:

  • If  there are two or more recipients listed with the same name), select a name and click  to display additional demographic information from the CPM (Corporate Provider Master). If the recipient is not in the CPM, a message displays stating that no additional information is available.

  • GE Centricity users are displayed with additional data such as address.

• Select recipients from a previously created custom distribution list or shared "desk" for your practice (if applicable)

  You can only select a shared “desk” (such as Medication Desk, Appointment Desk, and so on) if your message is associated with patient who has a Patient Gateway (PG) account.

  Select the list from the display field on the left (directly beneath the list of individual users) and click  to include this list in the recipients field on the right.

  A popup box may display prompting you to select a subset. If so, select one and click Ok.

  Note: A message may be sent to only one shared “desk.”

• Select recipients from a shared "desk" for other PG practices associated with this patient (if applicable)

  This option is only available if this message is associated with a patient who uses Patient Gateway for multiple practices.

  Click the Other PG Practice heading to expand it. Select the list from the display field on the left and click   to include this list in the recipients field on the right.

  Note: A message may be sent to only one shared “desk.”

• Select yourself, the patient’s PCP, or the patient (if applicable)

  If the message is not associated with a patient, the PCP and Patient check boxes are inactive. If the patient does not have an account in Patient Gateway, the Patient check box is inactive. If the patient does not have a PCP identified in Patient Gateway, the PCP check box is inactive.

  Click to select Me, PCP, or Patient to add your selection to the recipients field on the right.

5.   Type your message in the designated text box.

6.   When you are finished, click Ok. The clinical message displays in the recipient's clinical message queue with the subject "Please review the following patient note."