Mail
Mail works in the same way as email; it is an internal messaging tool between all Accuro users in your office. QHR Technologies can also send you messages via this mail system, but you cannot reply.
Mail is specifically designed to be the main communication method, messages do not have to be patient related and a patient does not have to be selected. If the note is patient related and it needs adding to a chart, this can be done.
There are three folders:
- Inbox: Mail that has been sent to you.
- Reviewed: Mail you have received that has been reviewed.
- Sent: Mail you have sent to others.
Send a New Message
- Click the Home button
on the Accuro Navigation bar. The Mail folder is highlighted by default.
- Click New Message
. This opens the New Message window.
- Select the user(s) to receive the message by clicking on them under the To: list. To select more than one user, hold Ctrl on the keyboard whilst selecting users.
- If the note is regarding a patient and the patient is not already loaded, select checkbox beside Patient and load the patient using the Search Tool. Select the Attach to Patient Chart checkbox to attach the message to the patient's Virtual Chart.
- Type in a Subject.
- Select a Priority from the dropdown list.
- Type the message in the Body text area.
- To include attachments, if required. Click the Attachments button. This opens the Message Attachments window.
- Select the appropriate attachments by clicking the checkbox.
- Click OK.
- Click Send.
View Messages
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and the Inbox inside the Mail folder.
- Click on a message to view it in the panel underneath. Double-click a message to open.
Mark a Message as Reviewed
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and the Inbox inside the Mail folder.
- Click on a message to select.
- Click the Review button. This moves the message from the Inbox into the Reviewed folder.
Mark an Item as Unread
Items can be marked as unread in the Labs, Documents, Tasks and Mail area of the Home section.
- Click the Home button
on the Accuro Navigation bar.
- Select the appropriate folder.
- Right-click on a message to select Mark as Unread.
Add a Note to a Message
A note is information about the message which is stamped beneath the message body. The message is left in the Inbox to be looked at later.
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and the Inbox inside the Mail folder.
- Click on a message to select it.
- Click on one of the note buttons. Options include Message Left, No Answer, and General Note which can include any text you wish to add.
Note: Message Left and No Answer add the date and time as well as Message Left or No Answer respectively. General Note allows you to type in a short note, Click Add Note when completed.
Reply to a Message
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and the Inbox inside the Mail folder.
- Click on a message to select it.
- Click the Reply or Reply All button.
- Enter your reply into the Body text area.
- Click Send.
Forward a Message
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and select the appropriate folder.
- Click on a message to select it.
- Click the Forward button.
- Select the users to forward the message to.
- Enter any additional text into the Body text area.
- Click Send.
Delete a Message
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and select the appropriate folder.
- Click on a message to select it.
- Click the Delete button.
Print a Message
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and select the appropriate folder.
- Click on a message to select it.
- Click the Print button.
- Select the appropriate printer and click OK.
Move a Message to a Different Folder
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and select the appropriate folder.
- Click on a message to select it.
- Click the File button. This opens the File Message window.
- Select a folder from the dropdown list.
- Click OK.
Manage Folders
Manage Folders is an area of Mail where folder names can be added, removed and changed, as required. The default folders are Inbox, Reviewed and Sent. Customizing mail folders can help keep the Inbox tidy and organized.
Create a New Folder
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and select the appropriate folder.
- Click on the message to be put into the new folder.
- Click the File button. This opens the File Message window.
- Click Manage Folders. This opens the Edit Message Folders window.
- Click the Add button
.
- Type in the new folder name, click OK to save.
- Click Close followed by OK.
Change a Folder Name
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and select the appropriate folder.
- Click on a message in the folder whose name is being changed.
- Click the File button. This opens the File Message window.
- Click Manage Folders. This opens the Edit Message Folders window.
- Click on a folder to select it.
- Click the Edit button.
- Type in the new folder name, click OK to save.
- Click Close followed by OK.
Delete a Folder
Note: A folder containing messages cannot be deleted. In order to delete a folder, all messages in that folder must be deleted or moved. Once the folder is empty, go into another folder and select any message in order to access the Manage Folders window.
- Click the Home button
on the Accuro Navigation bar.
- Select the Mail folder and select the appropriate folder.
- Click on any message to select it.
- Click the File button. This opens the File Message window.
- Click Manage Folders. This opens the Edit Message Folders window.
- Click on a folder to select it.
- Click the Delete button
. The folder has been deleted.
- Click Close followed by OK. The folder list is refreshed and the folder has been removed.