Work with Messenger

You can use Messenger to communicate effectively and efficiently with other axiUm users.

Incoming messages are sent by axiUm/PatientAccess users or are automated notifications and reminders.

  1. From the status bar, click the Messenger icon () to display the Messenger window.

    2. The number of unread messages in a folder displays in brackets beside the folder name and the unread message(s) display in bold.

    Note: Messenger displays messages for a set time. Unread messages kept beyond this do not display but still count as unread messages. If necessary, you can configure the kept messages date range.

  2. Double-click a listed message to display the View ‘Received’ Message window.

    3. Tip: You can also select a message and or press Alt+V or click the View the Message () icon.

  3. Review the message’s contents as necessary.

    4. Tip: Messages from patients or their representative display the patient’s chart number after the patient name.

  4. Click X to close the View ‘Received’ Message window.
  5. (Optional) Right-click a listed message and select Mark as Unread to re-bold the message and sender line.

You can send messages to other axiUm users, pre-defined Messenger groups, or patients that use PatientAccess. When creating a new message, you can customize the delivery options, including whether the recipients will receive email notifications. If set, an email notification is delivered to the recipient’s email address when they receive a message in axiUm, when users reply to or forward axiUm messages, when DoctorAccess users send and reply to axiUm messages and when a messenger event occurs in axiUm.

When setting the delivery options, you can control which recipients receive an email notification about the axiUm message.

Note: Recipients that have set themselves to receive forwarded notifications will receive an email notification regardless of how you set the delivery options. If you send a message to an axiUm group, axiUm checks the settings for each individual group member to determine whether to send a notification.

To send a message: 

  1. From the status bar, click the Messenger () icon to display the Messenger window.

  2. Click the New Message () icon to display the New Message window.

  3. Add message recipients.
    1. Click the To, CC, or BCC ellipsis to display the Select Mail Recipients window.

      2. Tip: You can add all To, CC, and BCC recipients from the same Select Mail Recipients window.

    2. Complete the fields as necessary and press Enter to search.
      3. Field Description
      Criteria

      Enter the person’s name.

      Tip: You can configure Messenger to search by first or last name.
      Recipient Type

      Select an entry from the drop-down list to filter the results:

      • Users: All axiUm users.
      • Web Patients: Patients with PatientAccess accounts.
      • Both
      Level Select a level from the drop-down list to filter the results.
      Provider Group Select a provider from the drop-down list to filter the results.
    3. From the search results, select a user and click the > button next to the To, CC, or BCC fields.

      4. Note: Web Patient entries display the chart number after the name to distinguish between patient records with similar names.

    4. (Optional) From the group list, select a pre-defined Messenger group and click the > button next to the To, CC, or BCC field(s).

  4. If necessary, select the name and click the < button next to the section to remove the recipient or Messenger group.

  5. Repeat Steps 3-4 until you have added/removed all recipients and close the Select Mail Recipients window.
  6. (Optional) Customize the message delivery options.

    7. Note: Changes apply to the specific message only.

    1. Complete the fields as necessary:
      2. Field Description
      Date / Time

      Enter a future date and time to delay message delivery.

      Warning: An error message displays if you set a past date.

      Note: If you set an earlier time in the current day, no error occurs, but the message time stamp is the time it was sent, not the set time.
      High Priority

      Select the checkbox to mark the message as high priority.

      Note: If selected, the Email Notification checkbox is auto-selected as well.
      Email Notification

      This controls which recipients receive an email notification about the axiUm message.

      Note: The checkbox is disabled if the recipient list includes patients.

      Select the checkbox to send an email notification to all subscribed recipients by default.

      Note: Recipients that have set themselves to receive forwarded notifications will receive an email notification regardless of this checkbox.

      Warning: If you select the checkbox but don’t have email settings configured, you receive an error.
    2. (Optional) If the Email Notification checkbox is enabled and selected, you can customize the email notifications override options.
      1. Click the Email Notification ellipsis to display the Email Notification Options window and review the notification override options.
      2. Complete the fields as necessary and click OK.

        3. Field Description
        Users to Notify

        Select an entry from the drop-down list.

        • Subscribers with Forwarding: This sends an email notification to recipients set to receive notifications for all messages, regardless of the sender’s notification settings.
        • All Subscribers: This sends an email notification to recipients subscribed to notifications.
        • All Recipients: This sends an email notification to recipients with an email address in their axiUm user profile, regardless of their notification preferences.

          • Tip: Select this option if you want to ensure all recipients receive the email notification.
        Email content

        Select the appropriate checkboxes:

        • Include Subject: Includes the axiUm message’s subject line as the notification’s subject line.
        • Include Full text: Includes the full contents of the axiUm message in the notification.

          • Note: If either is selected, a warning message prompts you to ensure that no patient data is included in the message or subject line.
  7. Enter your message contents.
  8. Click Send.

Warning: You cannot undo a deletion.

  1. Select the message and click the Delete a Message () icon.
  2. Click OK to confirm the deletion.

You can use sub-folders to organize your messages. Sub-folders display alphabetically under the Inbox or Sent folders, based on their type.

  1. Open Messenger and review the sub-folders listed under Inbox and Sent.

  2. To perform another task, complete any of the following:
    1. Under Messages, right-click and select Add/Edit Folders… to display the Message Folders window.

    2. Click the Clear Data () icon.
    3. Complete the fields as necessary and click the Add a new Record () icon.
      4. Field Description
      Name

      Enter the sub-folder name.

      Note: You can enter duplicate sub-folder names, but they must be listed under different Folder Types.

      Example: You can add an Appointments sub-folder to the Inbox and Sent folders.
      Type

      Select an option from the drop-down list:

      • Inbox
      • Sent
    1. Select a listed sub-folder.
    2. Modify the fields as necessary and click the Modify Record () icon.

    Note: You can only delete sub-folders that do not contain messages.

    1. Select a sub-folder and click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.
    1. Right-click a message and select Move to folder… to display the Messenger Folders window.
      • If the message is from the Inbox, a list of all Inbox sub-folders display.

      • If the message is from Sent, a list of all Sent sub-folders display.

    2. Double-click the folder to move the message and close the Messenger Folders window.