Messaging Overview

Most of the messaging in ICANotes is done from the Messaging Center which can be accessed from the Messaging Center drawer in the Chart Room.  Note that the messaging is for users within your group and your patients that use the Patient Portal.

Contents of this article:

• Internal Messages
• Auto Insert Text Management
• Patient Portal
• Convert Messages to a Clinical Message
• Calendar and Appointment History Buttons in the Messaging Center
• Other Ways to Generate a Message
• Archive/Delete Messages

The Message Center buttons display how many internal and/or patient messages you have.  Either way, if there is an unread message in your inbox, the drawer label will turn yellow.  

Clicking the drawer will take you to the ICANotes Messaging Center:

ICANotes will initially direct you to your Internal messages; however, if you wish to view messages from your patients click the  tab in the upper-left. 

Internal Messages

In the  inbox, you can switch from your read and unread messages, Drafts, Sent messages, and Deleted items using the toggle mailboxes on the left side of the screen.

You have the ability to Create a New Message (A), Select Messages (B), Mark Selected Messages as Read (C), Delete Selected Messages (D), and Print Selected Messages (E).

To start a new message, select the  button.  Hitting this button will launch a New Message window.

• To add CCs, click the  button and choose from the list of users (including yourself).  You can add multiple users.
• You can choose the priority of the message by clicking in the   box (to the right of the Subject field) and selecting 1 to 3.  This is optional.
• Clicking on the  icon will allow you to link a patient to the message.  Recipients of the message will be able to jump right from the message to that patient's Chart Face when they open it by hitting the Patient Link icon.  
• You can check the spelling of the body of the report by clicking the  button.  
• After you have selected an Auto Insert Text from the dropdown menu, click the  button to insert your selection into the body of the text. 
• You can also create a Custom Button that will auto-populate text into the body of the message by clicking the  button. For more information on how Custom Buttons work, please see our How to Create Custom Buttons Knowledge Base Article. 
• If you are not ready to send the message but you would like to keep a copy of it to finish later, click the  button. 
• When you are ready to send your message, click the  button.
• Click the  button to print a copy of the message. 
• Clicking the  button will cancel the message and discard it.

A.  Narrow messages shown by putting in search criteria and then clicking the 'Filter' button.

B.  You can select items to mark as read, delete, or print. 

C.  Shows the sender of message.

D.  Shows the subject line of the message.

E.  Shows the date and time the message was received. 

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