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How to Use Direct Messaging

This article covers how to use the Direct Messaging Ability In this article, we assume that you have already followed the set up steps in the How to Set Up Direct Messaging article located here.

Direct Messaging is a purchasable option on your MacPractice License. For more information, please contact MacPractice Sales.

Adding Messaging to the Toolbar
First, you'll need to add the Messaging Ability to your toolbar. You can do this by right clicking on the toolbar, and selecting Customize Toolbar, then dragging and dropping the Messaging icon onto the toolbar.

In the Messaging Ability icon on the toolbar, you'll notice a red badge displayed that indicates how many messages are waiting for you in your inboxes.

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Overview and Composing a Message
The Messaging Ability behaves very much like an e-mail client. On the left hand sidebar you'll see nodes for your different mailboxes. There will be your Direct Inbox, Patient Portal Inbox, Sent, and Archived inboxes.

  • The Direct Inbox contains any direct messages you've received from other providers and referrers.
  • The Patient Portal Inbox will likely be your more utilized inbox as it relates specifically to communications from your patients via the Patient Portal.
  • The Sent Inbox contains any messages you have sent.
  • The Archived Inbox contains any archived messages.

Messages that haven't been read will have a blue dot on the left side of the From column.

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At the top of the Messaging Ability, you'll see several buttons. 

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To compose a new message, you can click the green plus. This will open up the New Message window. Meanwhile, selecting a message and clicking the arrow button to the right of the Green Plus will reply to a message. To delete a message, click the Trash icon.

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 In the To field, you can choose either another Direct Address user's e-mail address, or one of your Patient Portal Users. You can always check your Patient's Portal User by navigating to the Patients Ability > Patient Tab > Portal Access Sub-Tab.

The Regarding field allows you to choose a patient for which this message relates to. If a patient is selected, this field will auto-populate with that patient.

 The Subject Line behaves identically to the subject line in an e-mail. Be sure not to include PHI in the subject line

The Textbox allows you to compose your message. Simply click in the white box in the center and type your message.

With a recipient chosen, you can then click the "Add Attachment" section at the bottom to add a file to include. This file will be sent to the recipient either via their direct address e-mail, or it will be added to their Patient Portal account.

You can also choose to add their Summary of Care Clinical export by clicking "Add Summary of Care Record".

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