Saving Messages to Patient Records

If you wish to save a patient’s message reply to their medical records on the practice’s clinical system, please do the following steps.

• Click on Inbox icon on the toolbar:
• This will bring you to the Inbox section:

For Regular Patients Reply

• Select the reply you wish to save by clicking on the entry
• Below the reply text, is the option to Add to Patient Record
• A pop-up box will load, and a notification will let you know its been added

Including Attachments

• Select the reply you wish to save by clicking on the entry
• Tick the Include Attachment box
• Below the reply text, is the option to Add to Patient Record
• A pop-up box will load, and a notification will let you know its been added