Inbox Actions

Table 1. Actions you can perform in the Inbox
Function	Action
Reassign HCP	Select the Inbox item, then another practitioner to assign the selected Inbox items to. This button is only available if you have selected at least one Inbox item.
Patient list	Filter the Inbox to show either items where there is a matching patient or items with no matching patient record.
Practitioner list	Filter the Inbox to show items that are associated with any practitioner, a specific practitioner, or are not associated with a practitioner.
Status list	Filter the Inbox to show items are flagged as either `New`, need to be `Followed-up`, have been `Actioned`, or have been `Deleted`.
Match patient	If you think a message should be assigned to a different patient, select the message, click Match Patient, enter the practitioner's name, and select the correct patient.
Previous Next	Click to display the previous or next Inbox item.
Expand	To view an enlarged version of any images, click Expand. The expanded message displays lab reference details and the date information related to the result displayed in the result header.
Report	View the associated report.
View Image	View the associated image.
Add new comment	Permissions: Update Inbox Comments Record a comment about the message. Enter the comment and click Add. Comments are displayed in the Comment column.
Print	Print the selected message.
Delete	Permissions: Delete Documents Delete the selected message. Deleted items can be restored for up to 30 days, after which they are archived.
Reset	Reset a message that has been marked as `Follow-up` or `Actioned`. The message returns to a status of `New`.
Follow up	After a message has been associated with a patient and practitioner, mark the message as having been followed-up. The message moves to the Follow-up list of messages in the left-hand panel. Any actions that were taken are displayed in the Comment column.
Recall	Permissions: View Recalls Update Recalls Schedule a recall regarding the message. After the recall is added, the status of the message changes to `Actioned` and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.
Urgent Recall	Permissions: View Recalls Update Recalls View Recall Medical Notes Schedule an urgent recall regarding the message. After the recall is added, the status of the message changes to `Actioned` and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.
Discussed	Mark the message as having been discussed with the patient. The status of the message changes to `Actioned` and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.
No action required	Mark the message as not requiring any action. The status of the message changes to `Actioned` and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.

Reassign HCP

Select the Inbox item, then another practitioner to assign the selected Inbox items to. This button is only available if you have selected at least one Inbox item.

Patient list

Filter the Inbox to show either items where there is a matching patient or items with no matching patient record.

Practitioner list

Filter the Inbox to show items that are associated with any practitioner, a specific practitioner, or are not associated with a practitioner.

Status list

Filter the Inbox to show items are flagged as either New, need to be Followed-up, have been Actioned, or have been Deleted.

Match patient

If you think a message should be assigned to a different patient, select the message, click

Match Patient, enter the practitioner's name, and select the correct patient.

Click to display the previous or next Inbox item.

Expand

To view an enlarged version of any images, click

Expand. The expanded message displays lab reference details and the date information related to the result displayed in the result header.

Report

View the associated report.

View Image

View the associated image.

Add new comment

Permissions:

Update Inbox Comments

Record a comment about the message. Enter the comment and click Add. Comments are displayed in the Comment column.
Add new comment field

Print

Print the selected message.

Delete

Permissions:

Delete Documents

Delete the selected message. Deleted items can be restored for up to 30 days, after which they are archived.

Reset

Reset a message that has been marked as Follow-up or Actioned. The message returns to a status of New.

Follow up

After a message has been associated with a patient and practitioner, mark the message as having been followed-up. The message moves to the Follow-up list of messages in the left-hand panel. Any actions that were taken are displayed in the Comment column.

Recall

Permissions:

View Recalls
Update Recalls

Schedule a recall regarding the message. After the recall is added, the status of the message changes to Actioned and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.

Urgent Recall

Permissions:

View Recalls
Update Recalls
View Recall Medical Notes

Schedule an urgent recall regarding the message. After the recall is added, the status of the message changes to Actioned and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.

Discussed

Mark the message as having been discussed with the patient. The status of the message changes to Actioned and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.

No action required

Mark the message as not requiring any action. The status of the message changes to Actioned and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.