Completing Actions from the Patient Record

To view and complete Actions on a message from Consultation Manager:

  1. From Consultation Manager , select the patient in the usual way.
  2. Select View Mail for Patient (indicates unread mail) (indicates no new mail) and the patient's mail screen displays:

    The status columns at the top left are:

    • A - Denotes there is an action for this message.
    • F - Message is Filed.
    • R (with tick box) - Indicates whether the message has been read.
  3. Filter the mail you are viewing if required:

    • All - Displays all mail for the patient.
    • Unread - Displays all unread mail for the patient.
    • Read - Displays all read mail for the patient.
    • Outstanding Actions - Displays all mail with outstanding Actions mail for the patient.
    • Completed Actions - Displays all completed mail for the patient.
    • Archived - Displays all archived mail for the patient.
    • Unarchived - Displays all unarchived mail for the patient.
    • Unfiled - Displays all unfiled mail for the patient.
    • Categories - Select the specific category of the message from the list available if required.

  4. Select the result you require and then select:
    • View Result - To view the Individual Message screen, you can add actions, print and check Appointments from here, see View Result for details.
    • Add Action - To add a new Action, see Adding an Action to a Message for details.

    • Appointments - To view recent and future appointments, see View Future Appointments for details.
    • Complete Action - Select to complete an existing Action.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.