Selecting a Message Recipient

Click Select Recipients. Then do any of the following:

Note: The options available to you are dependent upon whether a patient is associated with the message and whether that patient has a Patient Gateway (PG) account.

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 messages is associated with a patient who has a Patient Gateway 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 header 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 Patient check box is hidden and the PCP check box is inactive. The Patient check box is also hidden if the patient does not have a Patient Gateway account or if the patient does not have an account with a practice you are associated with. The PCP check box is also inactive if the patient does not have a PCP on file for the current location.

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