Send an Instant Message

Use your Messaging feature to send instant messages to employees and other professionals that provide care for your patients.

Click to OpenOpen a New Message Window

Click to OpenNew Message Icon

Right-click anywhere in the Message Center or Messaging widget window and select New Message. Or, choose New Message from the Message Center or Home ribbon bar. Then, compose and send the message. (See "Send an Instant Message" for details.)

Quick Access toolbar - You can also open this feature from the Quick Access toolbar at the top of your Edge Cloud system window.

Click to OpenCorrespondence History Document - Right-click a document in the patient correspondence history to send a message that includes links to both the patient folder, and the selected document. See "Patient Correspondence History" for details.

Click to OpenChoose Recipients

You may choose message recipients from among your Edge Cloud operators, as well as from the list of professionals that use your Edge Portal Premium app.

Click to OpenType a Name - You can type all or a portion of a person's name, as well as all or a portion of your messaging group names in the recipient box at the top of the New Message window, separated by commas. When finished, press the Tab key. If no matching name can be found, the name is followed by a question mark.

Click to OpenSelect From a List - Click To... at the top of the New Message window, then choose the employees and messaging groups you want to receive your message.

Click to OpenSelect Professional Recipients - Click Prof... at the top of the New Message window, and use Fast Find to search for the professional you wish to include as a message recipient.

Click to OpenCreate Your Message

Insert your message text and optional patient folder links in the message body section of the New Message window, and choose whether the message is of high importance.

Add Text - In addition to typing the message body, you can cut, copy, and paste text, and add bold (Ctrl-B), italic (Ctrl-I) and underline (Ctrl-U) properties to selected text for emphasis.

Add Quick Message - Right-click where you would like to insert text you have previously saved, and select the Quick Message option. Then select from your Quick Message list. (See "Messaging User Options" for details about creating and maintaining the list.)

Link Patient Folder - Right-click where you would like to include a link to a patient folder, and select Link Patient. If a patient record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with. After you send the message, the recipient can click the link to open the patient folder. (The Send Message workflow activity automatically inserts a patient link at the top of the message. See "Workflow Editor" for details.) If you send a message with a patient link to a professional, the message is saved in both the professional and patient correspondence histories.

Spell Check - Right-click a red-underlined word in your message to correct your spelling, or to add the unrecognized word to your Edge Cloud dictionary. (See "Edge Cloud Dictionary Editor" for detailsabout maintaining your unique dictionaries.)

High Importance Flag - Enable the High Importance option to flag this message as high priority. Your User Options determine whether high importance is enabled or disabled by default. If you receive a messaged flagged with High Importance while you are logged into Edge Cloud, or if you have an unread high importance message when you first log in, the message will pop onto the top of your Edge Cloud screen so you can take care of it right away.

Click to OpenSend the Message

When you have finished entering your message, click Send (or press Alt-S or Ctrl-Enter on your keyboard). The message will appear in the Message Center of all selected recipients, and an Edge Portal link will be sent via email to all professional recipients. In addition, if the high importance option was enabled, the message will pop onto the recipient's screen, whether or not the recipient has their Message Center open. If high importance is disabled, the recipient will be notified a message has been received, but the message will not pop onto the screen.

Click to OpenAutomated Message Options

Automate Messages - Use the Send Message workflow activity to send an Edge Cloud Messaging message, along with a patient link, to staff members and / or professionals. See "Workflow Activities" for details.

Automated Prize Request Messages - When a patient requests a prize from the patient reward Prize Selector, your system can automatically send a message to one or more Edge Cloud operators. The message body includes the patient name, and the prize that has been selected. Simply click the message to open the Manage Patient Points window, ready to process the prize for that patient. (See "Patient Rewards Setup Editor" for details about selecting the users to receive automated prize request messages. See "Reward Prizes Widget" for details about processing patient prize requests.)