Manage Direct Messaging Addresses

The Manage Direct Addresses dialog allows you to assign specific direct message addresses (provider-level, practice-level, or group addresses)for whom an active user can send direct messages for. The system defaults with simplified direct messaging activated (with the Use Simplified Direct Messaging option selected), which allows all active users to send direct messages for all valid direct message addresses for the practice. Only users that are authorized with the Manage Direct Addresses privilege are able to access the Manage Direct Addresses dialog.

 

Use the following steps to enable the Users and Associated Addresses sections, and associated specific addresses for users.

 

 

  1. Click To-Do > Direct Messaging > Manage Direct Addresses…
     

  2. In the Manage Direct Addresses dialog, uncheck the Use Simplified Direct Messaging option.

    NOTE: The system will default with the Use Simplified Direct Messaging option selected, which allows all active users to send direct messages for all valid direct message addresses for the practice. Likewise, when this option is selected, the Users and Associated Addresses sections will be disabled.



     

  3. The Users and Associated Addresses sections will become active. To assign an address for a user, highlight a user in the Users section, select the applicable addresses in the Available Addresses column, and then click the > button. The selected addresses will then appear in the Assigned Addresses column. These are the addresses that will be available in the From field of the New Direct Message dialog when sending and replying to direct messages.

    NOTE: When the User Simplified Direct Messaging option is inactive, if a user is not assigned an address, they will not be allowed to send or reply to direct messages.

    Assigned Addresses can be removed for the selected user by highlighting the applicable address, and then clicking the < button.
     

  4. Repeat step 3 for any additional users you want to assign direct message addresses for.
     

  5. When finished, click the OK button.