What's New: Secure Messaging

• Send, read, reply to, delete, or archive messages 
• Filter by patient, audience, or topic
• Mark messages and threads as read/unread
• Export all messages in a thread as a PDF file
• View a log of all message activity, such as when a message was marked as read and by whom

Note: When a message is marked as read/unread, this change affects everyone that might have access to the message. If you mark it as read, it is marked as read for everyone. Similarly, if you archive or delete a message, this action affects the message for everyone.

Conversations with patients can also be accessed from each patient's Messages tab.

Audiences and Topics

Each message is assigned an audience of Administrative, Billing, or Clinical, this determines which roles have access to the messages. For example, a Billing message would include the clinician, billers, and the patient - but a Clinical message will stay private between the patient and any assigned clinicians. Clinical Admins can see all messages. When sending a message, the patient or clinician will select the audience. Note, if a patient doesn't have an assigned clinician, they won't see the option to send a Clinical message.

Further, messages can be assigned to specific topics, which vary by Audience. Again, the patient or clinician will select the topic when composing the message. This allows you to focus on messages of a particular topic. For example, if you are a biller with a specific role in a large practice, you may only want to see messages pertaining to "Insurance Questions." We generally recommend you keep this list short, and expand it as needed. These topics can be modified on the Secure Messaging settings page by a Practice Admin.

TherapyPortal Messages

If Secure Messaging is enabled for your practice, patients can navigate to their Messages page from the main menu. They will see if they have new messages on the homepage as soon as they log in.

Read more about secure messaging in the TherapyNotes Help Center.