Message Staff and Patients from RXNT Product's Sidebar

Practice Messaging is available for all Electronic Health Records, Scheduling, and Billing customers from the Product Dashboard sidebar. ePrescribing "only" customers do not have access to messaging.

On Wednesday, May 29th, 2024, users will be able to copy referrals, lab results, and patient documents to their clipboard and paste them into a message as a hyperlink.

Practice messaging

See new and unread messages from any RXNT product in the sidebar panel.

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Click the chevron icon to expand the message details.

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Unread messages for the practice will be bold and show an orange indicator on the conversation icon.

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Start a new message

Click the pencil icon to create a new conversation. You can message one person or add multiple people to start a group conversation.

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You can type in the search bar to find anyone in your practice.

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Click the check mark icon to start your conversation.

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Linking in messages

Copy an encounter or patient's chart and paste it into a message. The recipient can click on the link and be redirected to that encounter or chart.

On Wednesday, May 29th, 2024, users will be able to copy referrals, lab results, and patient documents to their clipboard and paste them into a message as a hyperlink.

Encounter Chart Patient Documents Referrals Lab Results

Navigate to the patient dashboard and click Encounters.

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Locate the encounter you wish to copy and click the menu icon.

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From the encounter menu options, click Copy Link to copy the encounter to your clipboard.

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Expand the messaging panel.

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Create a new message or locate the message you want to send the encounter within.

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Paste the contents of your clipboard into the message and click Send.
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You and the recipient(s) can click the link from within the message to navigate to the encounter.

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Reply to a conversation

You can click on a message to see the full conversation. Messages will be marked with the date and time they were sent.

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Type a message to respond to the conversation.

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Message settings

Click the three dots icon at the top of the sidebar to see message settings. Here you can update settings for all of your messages.

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Choose the functionality of the Enter key and set your time zone for messages. Click Save to update your settings.

The time zone for your messages will not be set by default.

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Click the three dots icon to the right of a message to see conversation settings.

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Choose Mark unread to mark the most recent response as unread.

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Choose Pin conversation to keep this message thread at the top of your list.

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Messaging channel categories

Create channels or specific categories for patients to message. Decide which users or group sets will receive messages sent through a channel.

Enable messaging channel categories

If this feature is enabled, patients will not be able to search for individual users to send their messages to.

Click Utilities, then expand Other User Tools.

Click Message and Task Settings.

Click the Channels tab.

Toggle Allow Patient Message Channels to On.

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Once on, the toggle will be blue and the channel categories will display below. Individual categories can be toggled on/off. 

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Preset channel categories will automatically be available to you. These include:

  • Appointments and Scheduling
  • Billing and Payments
  • Insurance
  • Medical Question
  • Other
  • Prescription Question

These preset categories can be edited or deleted if needed. The recipients of these categories will need to be specified, which can be done by clicking Edit.

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Creating a channel category

Click Add Category.

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Enter a Channel Title.

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Add Channel Recipients by typing user’s or group set’s names or selecting them from the directory dropdown menu. Multiple may be selected. 

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Click Add.

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You will be returned to the Channels tab and a green message will display indicating the new channel was created.

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Manage channel categories

Edit

Toggle the category on/off as needed.

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Click Edit to edit the title or recipients of the category.

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Make necessary edits, then click Edit. Click Cancel to close without making changes.

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A green message will display indicating the channel was edited.

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Delete

Click Delete.

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A pop-up will appear asking if you want to delete this category. Click Yes to proceed.

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You will be returned to the Channels tab and a green message will display indicating the channel was deleted.

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Utilizing a channel category

Access a message channel from the sidebar panel. Click the chevron icon to expand the panel.
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Toggle to Patient messages.

If you are a recipient of a channel and patient(s) have messaged the channel, they will be displayed.

Image coming soon!

Group sets

Create group sets with specific group names and descriptions, and add as many users as needed. Group sets can be used for messaging and tasking.

Creating a group

Click Utilities, then expand Other User Tools.

Click Message and Task Settings.

This tool is only available to users with Clinical Administrator access. Please contact your current Clinical Administrator to have your account updated with this permission. Click here to learn more!

Click + Create Group.

Enter the Group Name.

Add Group Members by typing their name or selecting them from the directory dropdown menu.

Enter a Description and click Create.

A green message will display indicating the group was created.

Manage groups

Click the three vertical dots to either Edit or Delete a group.

Edit 

Within the Edit Group window, make necessary changes to the group name, members or description and click Edit to complete. Click Cancel to close without making any changes.

A green message will display indicating the group was edited.

Delete

Within the Delete Group window, click Delete. Click Cancel to close without deleting the group. 

A green message will display indicating the group was edited.

Utilizing a group thread

Access a group message from the sidebar panel. Click the chevron icon to expand the panel.
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Users sending the first message within a group

Click the pencil icon.

Search the group name in the search bar.

Select the checkbox associated with the group you wish to message.

Click the check mark to begin the thread.

Begin typing in the Type a message text box.

  • To add an attachment, click the paperclip icon.
  • To add an emoticon, click the smiley face icon.

Click the send arrow to send the message.

The message will now appear within the thread with a timestamp indicating when it was sent. The other members of the group will now have the group visible in their inbox.

Users accessing a group with existing messages

The thread will show within the Practice inbox under the group name assigned. Click the group to view and send messages.

Begin typing in the Type a message text box.

  • To add an attachment, click the paperclip icon.
  • To add an emoticon, click the smiley face icon.

Click the send arrow to send the message.

The message will now appear within the thread with a timestamp indicating when it was sent.

Patient messaging 

Patient messaging is available to clients enrolled in the Electronic Health Records product in the sidebar panel. An administrator can turn this feature on/off in company preferences. Click here to learn more! 

Provider viewpoint

Click the chevron icon to expand the message panel.

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Toggle to Patient messaging.
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Click the pencil icon to create a new conversation. 

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Select the intended patient below, or type a patient's name in the search bar to quickly locate them. You can message one patient and add other users in the practice if needed. 

Once you select a patient, the other patient selection boxes will be grayed out and unable to be selected.

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Click the check mark icon to start your conversation.

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Within any patient message, click the patient's name to navigate directly to their patient dashboard!

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Patient viewpoint

From their patient portal, the patient will expand the messaging sidebar by clicking the chevron icon. 
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A new conversation is started by clicking the pencil icon. The patient can message their provider and add multiple people to start the conversation.

Corporate users will not be visible to patients to create a message. However, if a practice user creates a group message with a patient and a corporate user, the corporate user will be visible to the patient in the group message.

PHR_2.pngThe patient can type in the search bar to find their provider, a staff user or messaging channel if enabled.
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The patient will click the two check mark icons to start their conversation.
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Reply to a conversation

The patient will click on a message to see the full conversation and send responses. Messages will be marked with the date and time they were sent.

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Frequently asked questions

Who can send me a message?

All providers and staff members from any location in your company can send you a message. If your practice uses a corporate billing office through RXNT, corporate billing staff can also send you a message.

Who can see my messages?

Only you can see your messages. Staff members, other providers, and corporate billing staff can't see any messages that aren't sent to them. If you're part of a group conversation, all members of the group can see the full conversation.

What if I need to see my old messages?

Your practice still has full access to our legacy messaging module so that you can view all past messages that you've sent and received. Once our team has completed all phases of the new messaging module, RXNT will begin phasing out legacy messaging.

Still, need help? Contact us!
Have a great idea? Tell us about it!
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