View a Direct Message in the To-Do List

Direct Messages will come in the user's To-Do List with "Direct" in the From column and "Direct Message" for the Type. All Direct Messages received will have a priority of "Normal". Direct Messages sent to a practice-level or group address will appear in the To-Do List for those users set in the Direct Messaging distribution list. Use the following steps to view a Direct Message in the To-Do List.

1. In the To-Do List, double-click the Direct Message you want to view.
    

2. In the Direct Message dialog, the message will appear, along with the message details, and any attachments. To view an attachment, left-click the Attachment in the Attachments field, and then select Open, Save to My Documents, or Save to Scan Directory.
   
   If you clicked the Open option the attachment will be opened and you can view the attached document.
   
   If you clicked either of the Save to options then the attachments will be saved the designated directory. You can import these files into the patient chart, if needed.
    

3. Click the Import into Chart button to import the message details, CDA files, or any attachments into the patient's chart.
   
   
   
    

4. In the Direct Message Import dialog you have the ability to select the import parameters.
   
   In the Select Import Type, click the Select Existing Patient option if you are importing information for an existing patient, or click the Create New Patient option if you are importing information of a new patient.
   
   In the Select Existing Patient section, search for the patient you would like to import the information for. If a CDA file was attached, the patient in that file will default into the Select Existing Patient field. Once the applicable patient has been located, highlight that patient.
   
   In Save Text section, the Save message text as note option will be checked. This will save the message text as a note for the patient. You can uncheck this option if you do not want the message text saved as a note.
   
   In the Save Attachments section, any files that were attached to the message will appear. Check any attachments you want to be imported into the patient's chart.
   
   The Import CDA section will be active if a CDA file was attached to the message. Check the Open chart and import CDA for reconciliation option to reconcile the information in the CDA with what is currently in the patient's chart. Do note, however, that the information in the patient's chart will be listed in the Selected Patient Demographics section and can be compared with the CDA Patient Demographics section which contains the information in the CDA file.
   
   NOTE: If the Create New Patient option was selected, a Create New Patient section will appear instead of the Select Existing Patient section. In the Create New Patient section you can select the Practice, enter a Chart Number, First and Last Name, and a Middle Initial for the patient. The Save Text, Save Attachments, and Import CDA will also appear in a similar manner as if selecting an existing patient.
   
   When the import options have been selected as needed, click the OK button.
   
   
    

5. To reply to the message, click the Reply button if you want to reply to only the sender of the message, or click the Reply All button to include all of the original recipients in the reply. You can then enter any message text and/or attach a file in a similar manner as when sending a direct message.