How do I send a note via Direct Message?

1. Go to Patient Summary -> Notes and select the Note you would like to send:

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2. Click on the Direct Message icon at the bottom of the screen:

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3. Select a recipient:

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4. Enter some message text, choose an expiry timeframe and click Send:

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5. When the recipient opens the message, they will be able to view the message and the note in the message portal, and download the note:

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Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

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