Send a New PatientPortal Message

You have the ability to send a patient a message via the ChartMaker® PatientPortal when in a patient's chart. To send a patient a PatientPortal message, you must have at least a Charts Privilege of at least Write, and the patient needs to be registered for the PatientPortal. Use the following steps to send a new PatientPortal message to a patient.  

 

  1. Open a patient's chart.
     

  2. Once the patient's chart has been assessed, click To-Do > New Patient Portal Message...
     

  3. In the New Patient Portal Message dialog, enter the Subject of your message, and then in the field below enter your Message.
     

  4. After you have entered the message, you have the ability to save the message as a chart note via the Additionally save as Chart Note option. These options (No, Yes, & Yes and Sign) will vary depending upon the Charts Privilege you have.
     

  5. Once the subject, message, and additional options have been configured, click the Send button to send the message to the patient via the PatientPortal; click the Print button to print the message; or click the Cancel button to exit the New Patient Portal Message dialog without sending.

    If the Yes or Yes and Sign option was selected, a new chart note will be created for the patient.