Copying a Message to Consultation Manager

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:

1. From the Patient Messaging App, with the correct patient selected, right click on the message required.
2. Select Copy.

   

   Patient Message, right click - Copy

3. Click Open Consultation Manager to open the correct patients' record.
4. Click on Add - Notepad.
5. The Notepad - Add screen displays:

   

   Notepad - Add

6. 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.
7. Click OK to save and close.