The Patient Messaging App is a Vision 3 app that allows you to both send and receive messages to and from your patients, without having to leave Vision.
Your patients have access to this facility from within the Patient Services website.
To enable Patient Messaging:
- From Vision - Management Tools select Control Panel – File Maintenance - Online Services .
The Vision Online Services screen is displayed.
Tick Patient Messaging Enabled to enable Patient Messaging.
Select OK to save
To ensure messages are received by the appropriate staff you must populate the Online Patient Messaging staff group that was generated as part of the DLM 510 update. If you do not populate the Online Patient Messaging group, a 'No Online Patient Messages are being received as you are not configured correctly' message is displayed on the Vision front screen:
To populate the Online Patient Messaging staff group:
- From Control Panel - File Maintenance, select Staff Groups.
- Click on the + next to Practice to display Mail Groups.
- Click on Mail Groups and the available groups are displayed in the right hand pane.
- Right click on the Online Patient Messaging group and select Add Staff Member(s).
- Whilst holding the <Ctrl> key down, click on all staff that you want to be able to access the Patient Messages.
- Click OK to save and close.
To read and respond to messages sent from your patients:
- Select the Online Patient Messaging app .
- If you have triggered the app from the Vision front screen, or from Apps Controller the patient with the most recently received message is automatically selected.
- If you have triggered the Online Patient Messaging app from Consultation Manager the patient you have selected there is automatically selected.
- The Online Patient Messaging screen is displayed:
- On the left hand pane, click on the patient whose message you wish to read.
- The message(s) is displayed in the right side pane.
- Process the message according to your practice protocols, integrated options are:
- Reply to the message, see Replying to an Online Patient Message.
- Copy the message to the patient record, see Copying a Message to Consultation Manager.
- Once you have finished with the message, click on Read to complete the process.
To reply to an Online Patient Message:
- Simply click and type your reply in the Write a message box (maximum number of characters is 1000).
- Click Send to send the reply.
- Your patient receives email notification that a message is available in Patient Services for them.
Online patient messages do not currently file automatically therefore, if a message is clinically relevant, it must be manually copied to the patient record within Consultation Manager.
To copy a patient message to their clinical record:
- From the Patient Messaging App, with the correct patient selected, right click on the message required.
- Select Copy.
- Click Open Consultation Manager to open the correct patients' record.
- Select Add - Notepad.
- The Notepad - Add screen is displayed:
- Complete as follows:
- Date - defaults to today, enter the date of the message.
- Clinician - Defaults to the clinician logged in or the patient's Usual GP.
- Type of note - Select ROSU Message.
- Subject of note - Enter a title for this message.
- Date action to be taken - (Optional) Enter a date for action to be taken by, standard Vision dates can be used here eg 2d for 2 days.
- Action staff - (Optional) Select from the available list.
- Note - Click and press <Ctrl> and the letter V to paste the note text.
- Select OK to save and close.
You can send a message to any of your patients that are fully registered for online patient services without them having initiated the communication. To send a message to your patient:
- From either:
- Consultation Manager, with the correct patient selected, select Apps - Select App - Patient Messaging.
- Apps Controller, select Patient Messaging and when requested, select your patient in the usual way.
- Enter your message in the Write a message box, up to 1000 characters and select Send.
- Your patient receives an email from email@example.com notifying them of the message and requesting they log into Patient Services to view the message. The email reads 'You are in receipt of a message from your GP Practice, please login to your Online Patient Services account to view this message'.