Adding an Action to a Message

To add an Action to a message:

1. From Mail Manager , select the message required, if more than one message needs the same Action, tick all the messages required.
2. Now, either:
• Right click on the message and select Actions. The Frequent Action list displays as a quick list, select the action required or select Add Action to select from the full list available,
• Select Actions to select from the full list available, or

• For multiple messages, select the Action arrow - Ticked or Highlighted depending on how you select your messages and select from the available list:

  

3.  The Add Action screen displays with the patient details at the top:

   

4. Complete as required, some parts of this form may be automatically completed by the initial Action set up, but can be updated if appropriate:
   • Due Date (optional) - Enter the date you want this Action completed by.
   • Action - Select the Action you require from the list available.
   • Text - The Action requested displays. If required, add any additional free text comments to the end of existing text.
     Important - Do not remove the Action text or this does not display quickly or easily in Mail Manager or Consultation Manager.
   • Action by - Select either the member of staff or the group of staff you want to allocate this action to, the message automatically displays in their mailbox in Mail Manager.
   • Status - Select from the available list.
   • Patient specific - Tick to indicate that should this action need to be changed, entries elsewhere in Vision 3 may need to be addressed, for example an appointment made may need updating, bringing forwards or cancelling.
   • Mark original as read - Tick to mark the original message as Read once you select OK.
   • Confidential - Tick to mark an Action request as confidential. If an action request is marked as confidential, the right-hand side of the message details, the Request and Observations folders are hidden from view. Confidential action requests cannot be filed.
   • Complete - Tick to mark the action as complete. If you select a Status with a Completed flag, this is ticked automatically.
5. Select OK to save.
6. If multiple messages are selected, the 'Action added to ticked messages' message displays:

   

7. Select OK to continue.