Adding a Patient to a Message Conversation

If patient information is available and no patient has been added to your conversation, you can add patient information if you have permission to do so.

  1. Select the Message tab.
  2. From the list of messages in the Secure Messages pane, select the message. The message is displayed in the pane at the right.
  3. Click the Click to attach patient info link. The Select Patient dialog box appears.

    If no patient information is available, this link does not appear.

  4. 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. Click Sites. From the popup menu that appears, select the site that you want to display.
  5. Select the patient list that you want to display. If your facility supports more than one patient site, select from the following:
    • My Patients - Current Site: Display the list of patients assigned to you at the site that you have selected in the previous step.
    • My Patients - All Sites: Display the list of patients assigned to you at all sites.
    • All Patients: Display the list of all patients at all sites.

    If your facility has one patient site only, select from the following:

    • My Patients: Display the list of patients assigned to you.
    • All Patients: Display the list of all patients at all sites.
    Note: If there are more than 100 patients in the list, not all patients are displayed. Use the search box to search for any patient in the list, including those that are not displayed.
  6. Type text in the search field to limit the patient list to patients whose name matches your search text.
  7. Select the patient whose information you want to attach to this message.
  8. Click OK to close the Select Patient dialog box.

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

Note: If you have added patient information to a message conversation and the conversation has no subject, the patient's name is displayed in the Subject field in the Secure Message panel of the Message tab. The patient name does not become the subject of the message conversation.