Set up
Learn about the. different settings in the communication type set up.
There are four different communication types:
    E-dialogue: General messages to and from patients. Relevant Helfo service codes are available.
    E-consultations: These messages need to be initiated by patients, and are only for medical issues. Relevant Helfo service codes are available.
    Prescription request: Where a patient can ask for a prescription renewal.
    Invoice questions: For clinics that use the Convene terminal. The invoice number is attached to the message.
Go to Configuration and settings, Communication types then click Add new.
Only a clinic administrator can activate, change, and delete different communication types.
Even though a communication type can be removed, existing messages will not be deleted.

Communication type settings

Sender configuration

Choose who should be able to send this kind of message.
    All patients - All patients in the PatientSky system
    Clinic's primary doctor patients - Only patients that are associated with the clinic through the primary doctor patient list.
    All patients at the clinic - All patients associated with the clinic.
    Patient lists - Custom patient lists that are added to the clinic.

Recipient configuration

Choose who should receive these messages.
These are our recommendations:
    If there are several health secretaries or a group of practitioners where it does not matter who the messages are handled by, we recommend Interaction units. Choose the criteria based on who should receive these messages. For example, a group that is called Reception or all users with the role Health secretaries.
    If the messages should be handled individually, and the patient should be able to choose the specific practitioner, we recommend Individual users. For example, if you want a prescription request to go straight to the patient's doctor, or if e-consultations should be sent to the patient's primary doctor.
Recipient format
Individual users - Messages are handled individually. The sender will have the opportunity to choose a specific practitioner to send the message to. Recipients that are added later, will not have access to the previous message history.
Interaction unit - The message is handled jointly. The sender will not be able to choose specific practitioners to send the message to, only groups. Recipients who are added later will be able to see the previous messages.
Click Add to choose criteria for the recipients.
Available criterias depends on whether you choose an interaction unit or individual users. You can also exclude specific users if they should not be included.

More settings

Click on Show more settings to view more settings.
By default, these settings are set up to benefit most clinics. Unless you have a specific need, these can be left unmodified.
    Handle individually:
      Choose Yes if you want the sender to be able to choose between specific practitioners, groups, departments, or functions when initiate a new message. For interaction units, this means that they can choose the specific unit. For individual users, this means that they can choose specific practitioners.
      Choose No if you do not want the sender to be able to choose the recipient. The name of the clinic will be listed as the recipient.
    Recipient display:
      Choose Yes if you want all the recipients to handle the message. Remember if another user answers the message, it will be visible so that the message is not answered twice.
      Choose No if you only want one of the recipients to handle the message.
    Public name: Default sender. Using the name of the clinic is the most common, but you can also choose to use the name of the specific user that sends the message, or choose some other name.
    Dialogue settings: Predetermine a subject, priority, and other dialogue settings.
    Reply settings: Should the message require a reply?
    Task configuration: Should the message be a task?

User settings

Every user at the clinic can turn on and of the different communication types. Click on View profile > User settings and toggle off those communication types you do not want to use.
This is useful if you are going to be away for a period of time, and you do not want to receive a lot of different messages.

Communication templates

Communication templates can be created for messages you often send. This can be information regarding scheduled appointments, test results, or preparation for a test.
You can see a list of all of the clinic's templates: go to Configuration and settings -> Templates.

Add a communication template

Go to Configuration and settings -> Templates and click on New template.
Fill in the fields
    Template title: This is the name of the template, and what you search for later when using it
    Description of the template: Describe the template, so it's easier to know what it is about.
    Participants: Choose participants that will automatically be added every time the template is being used.
    Subjects: The subject of the message is automatically added when the template is being used.
    Message: Write in the message
    Attachment: Add attachments that will automatically be added when you use the template.
    Task: Choose whether this is a task. Fill out the empty fields.
    Settings: Here you can choose whether the dialogue should be private, choose the priority, and if it should require an answer.
Save the template.
    You can also create a template directly from ongoing dialogue.
    You can also edit the template
    The templates can be deactivated

Reply templates

You can also create reply templates that can be used when replying to a dialogue.
    Open Configuration and settings.
    Under Communication, go to Reply templates.
    Click Add template (see how).
    Give the template a title, description, add the message and an attachment if needed.
The template is now ready for use. Read how to use it here.
Last modified 1mo ago