Adding Patient Information

If patient information is available and no patient has been added to your conversation, you can add patient information.

  1. In the Secure Messages screen, tap the message that you want to add the patient to.
  2. Tap the Tap to attach patient info link. The Select Patient screen appears.
    If no patient information is available, this link does not appear.
  3. If your facility has more than one patient site:
    1. From the toggle switch at the top left of the screen, select All Patients. This displays the Sites button, which enables you to select a current patient site.
    2. Tap Sites. From the popup menu that appears, select the site that you want to display.
  4. The toggle switch at the top left of the screen enables you to toggle between the available patient lists. If your facility has one patient site only, the available options are:
    • All Patients: all patients in the system
    • My Patients: patients assigned to you

    If your facility has more than one patient site, the available options are:

    • All Patients: all patients in the system
    • My Patients - Current Site: patients assigned to you at the site that you selected in the previous step
    • My Patients - All Sites: patients assigned to you at all sites

    From the available options, select the list that you want to display.

  5. Tap on the toggle switch at the top left of this screen to toggle between the following lists:
    • All Patients: all patients in the system
    • My Patients: patients assigned to you

    The My Patients and All Patients tabs display a maximum of 100 patients. If there are more patients in a list, you will be notified of this when you scroll to the bottom of the list.

  6. Type text in the search field to limit the patient list to patients whose name matches your search text.
  7. Tap on the patient whose information you want to add.

The information for the selected patient is now included in the message conversation.

See Viewing Patient Information and Contacting the Care Team for more details on how to view patient information and contact the care team for the patient.