Inbox Actions

Manage results and messages in the Inbox.

Permissions:
  • View Results
  • Action Results
You can take the following actions in the Inbox.
Table 1. Inbox actions
Action Description
Reset Reset a message that has been marked as Follow-up or Actioned. The message returns to a status of New.
Follow up After a message has been associated with a patient and practitioner, mark the message as having been followed-up. The message moves to the Follow-up list of messages in the left-hand panel. Any actions that were taken are displayed in the Comment column.
Recall
Permissions:
  • View Recalls
  • Update Recalls
Schedule a recall regarding the message. After the recall is added, the status of the message changes to Actioned and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.
Urgent Recall
Permissions:
  • View Recalls
  • Update Recalls
  • View Recall Medical Notes
Schedule an urgent recall regarding the message. After the recall is added, the status of the message changes to Actioned and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.
Discussed Mark the message as having been discussed with the patient. The status of the message changes to Actioned and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.
No action required Mark the message as not requiring any action. The status of the message changes to Actioned and the message is displayed in the Actioned list. Any actions that were taken are displayed in the Comment column.
Table 2. Other actions & controls
Action Description
Reassign HCP iconReassign HCP Select the Inbox item, then another practitioner to assign the selected Inbox items to. This button is only available if you have selected at least one Inbox item.
Match patient iconRematch patient If you want to reassign a message to a different patient:
  1. Select the required message item. The message details are displayed on the left-side pane.
  2. In the header of the message details section, click the Match patient iconRematch patient icon and then select re-match patient list_iconRe-match patient list.
    Tip:
    To cancel or reset this action before selecting a new patient, click the Match patient iconRematch patient icon again.
  3. In the Search iconSearch for patient field, start typing the name of the patient you want and from the list of matching results, select them.
Previous itemPrevious or Next itemNext Click to display the previous or next Inbox item.
ExpandExpand To view an enlarged version of any images, click Expand iconExpand. The expanded message displays lab reference details and the date information related to the result displayed in the result header.

Report View the associated report.
View Image View the associated image.
Add new comment
Permissions:
  • Update Inbox Comments
Record a comment about the message. Enter the comment and click Add. Comments are displayed in the Comment column.
Add new comment field
Tip:
To hide the comment history, click the comment iconComment icon.
Print iconPrint Print the selected message.
Delete IconDelete
Permissions:
  • Delete Documents
Delete the selected message. Deleted items can be restored for up to 30 days, after which they are archived. For more information, see Delete Items from the Inbox.