Reply to a PatientPortal Message

Patients that are registered for the ChartMaker® PatientPortal have the ability to send a variety of types of messages to your practice. Typical messages types are: a Patient Portal Appointment Request, a Patient Portal Billing Message, a Patient Portal General Message, a Patient Health Question, and a Patient Portal Refill Request. These messages will appear in the To-Do List for the provider. You have the ability to reply to these messages. Use the following steps to reply to a patient's patient portal message.

 

  1. Double-click the PatientPortal Message in the To-Do List.
     

  2. In the Patient Portal Message dialog the contact information and message details will be displayed.

    You have the ability to save this message as a chart note via the Additionally save as Chart Note option. These options (No, Yes, & Yes and Sign, Yes with template) will vary depending upon the Charts Privilege you have. If you would like to do this, select the applicable option, and then click the Save button. These options are also available when replying to and forwarding a message.

    You can also forward this message to another user by clicking the Forward button, print the message by clicking the Print button, or delete the message by clicking the Delete button.
     

  3. To reply to the message, click the Reply to patient button.



     

  4. In the Reply to Patient dialog, enter your Reply Message.
     

  5. After you have entered the reply 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, Yes with template) will vary depending upon the Charts Privilege you have.
     

  6. Once the reply message and additional options have been configured, click the Send button to send the message to the patient; click the Print button to print the message; or click the Cancel button to exit the Reply to Patient dialog without sending.

    If the Yes or Yes and Sign option was selected, a new chart note will be created for the patient. If the Yes with template option was selected, the Select Complaints and Templates dialog will appear allowing you to configure the applicable options for the template.