This material contains confidential and copyrighted information of Epic Systems Corporation - Confidential. Epic In . Basket Introduction. The . Epic In Basket is an electronic messaging system designed to meet the complex communication needs of today’s health care organizations. . ID: 750665
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Managing Epic Messages
This material contains confidential and copyrighted information of Epic Systems Corporation - ConfidentialSlide2
Epic In Basket Introduction
The Epic In Basket is an electronic messaging system designed to meet the complex communication needs of today’s health care organizations. It allows you to exchange messages and other work with your colleagues—without paper, telephones, or leaving your desk.You will often find that using the In Basket messaging system is the most efficient and reliable way to handle your communication needs. Your Home screen in Epic defaults to the In Basket.Slide3
In Basket Messages
Objectives: In this session you will learn:To recognize you have emailHow to navigate the In BasketHow to change the status of your emailHow to Reply, forward and delete emailHow to send emailSlide4
In basket– Home Workspace
Your Home Screen in Epic defaults to the In Basket. This workspace (Home) is the only permanent workspace. You have space for 4 additional workspaces (i.e. patient records/reports).Slide5
You will find an indicator located at the bottom of the Epic Desktop is the Title Bar where the user’s name is listed.
This is where the “Staff Message” alert appears on the In Basket.
The color of the message alerts the user as to what type of email has been received.
High Priority Mail
No Unread Mail
Normal Priority MailSlide6
The envelope on the title bar will always be visible at the bottom of the screen. If you are on a patient record or a report, and the white envelope changes to Blue or Red, that is Epic’s way of indicating to you that you have mail.
You can quickly return to the Home screen by clicking on the envelope.
Keyboard shortcut: hold down the “Ctrl” key and press “Tab” until you get to the home workspace and then release.
Epic In Basket IndicatorSlide7
Accessing your email
The In Basket folder contains mail received. Click on the “Staff Messages” folder to display all messages received
Keyboard shortcuts can also be used to access In Basket features without having to use the mouse. Pressing “Alt+Down Arrow” will open the Staff Messages.Slide8
READING YOUR EMAIL
Messages are displayed to the right of the “Staff Message” folder. Click on the message to read it at the bottom of the screen.
use the Up/Down Arrows to move from one email to another
Sending a Message
Click “New Msg” to send a new staff message. The enter staff message screen will appear.Slide10
Sending a Message
Enter the recipient(s) of the message (lastname,firstname)
Select the priority of the message
Type in a subject
If the message is about a patient, type the name of the patient in the patient field, or press F3 if you have the patient’s record open
If this is a call back message, include a telephone number and indicate a call back by clicking within the call back box
Select a “Flag” option to indicate the action you want the recipient to take (i.e. call patient with results; Rx refill).
Type in the message in this field.
A message can be programmed to be sent at a future Date/Time.
” to send the message.
” to delete the message.
Save As QuickAction
” option to save as a template for creating other messages.
Basket – Navigation
Each time you open In Basket after logging in to Hyperspace, you are taken to the home In Basket display.
Folder list pane
Navigation folder list
Top activity toolbar
Folder title bar
Bottom activity toolbar
Message list pane
Message display pane
Folder List Pane
This expandable list displays a folder for each type of message you have received or sent.
Folder List PaneSlide14
In the navigation folder list you can select which In Basket folder you want to work in. Choices include: My In Basket, Sent Messages and Completed Work
Navigation Folder ListSlide15
Message List Pane
When you select a message in the message list pane, In Basket displays the message contents in the message display pane in a report format.
Message List PaneSlide16
The default view when you first access the In Basket is the Folder Summary. As messages are received, you will see additional folders added. You can change the view by clicking on the Folder List Pane, the setting will be changed, displaying the Message List.
To select the Shortcut Keys select the blue question mark (?) that will display “Display Legend and Keyboard Shortcut information” button.
Viewing Sent Mail
Click on “Sent Messages” in the Navigation Folder List.
Click on the message folder to display all messages sent by you.
Click once on the message you want to read; the message will appear at the bottom of the screen.Slide19
In Basket Top Activity Toolbar Buttons
Click New Msg to send a new staff message. Click the New Msg arrow button to select a different type of message.
Click Refresh to update the message folders, message listing, and message alerts. Any messages with a status of Done are deleted.
Click Edit Pools to open
the Sign Into Pools and Covering Groups window, where you can sign in to and out of pools and covering groups.
Click Settings to open the User Settings window. From this window, you can choose to save your column settings upon exit or never save your settings.Slide20
In Basket Top Activity Toolbar Buttons
to open the Message Search Report Settings window, which allows you to perform advanced searches on your In Basket messages.
to setup a “template” for something you use all the time.
to open the Attach Other In Baskets window. From this window, you can select In Baskets of other users and have them appear in your In Basket. The attached In Baskets are added as a new folder in the Folder List pane.
to open the Out of Contact window. From this window, you can view the Out of Contact occasions that let other users automatically gain access to your In Basket while you are unavailable.Slide21
- Reply to Sender
- Reply to All - Forward Done
to change the status of the selected message. If the AutoAdvance check box is checked, move to the next message in the list. Right Click on the message to select from the following options:
The bottom activity toolbar contains workflow specific buttons. Buttons vary greatly depending on the message selected, but the Done button appears consistently for most messages.
In Basket Top Activity Toolbar
Out Basket Activity Toolbar:
Allows the user to remove a message before it is received.
Allows a retracted message to be received.
Takes a message off the list.Slide23
SENT Messages – Display
PaneIn the message display pane, you can change the views to see information about the sent message.
Displays the message.
Displays a brief report in the message display pane that lists the status of the selected message for each of its recipients.
Displays a report in the message display pane that lists each action taken in regards to the message by each of its recipients, including the time at which each action was performed.Slide24
Viewing Completed Work
Click on “Completed Work” in the Navigation Folder ListClick on the Staff Message folder – this will display a list of messages that have been marked Done by you within the last 30 daysClick on the message you want to read –it will display at the bottom of the screen
Move to My In Basket
Moves the message back to your In Basket.
Not used at this time.
Not used at this time.
Jump to the appointment desk for the patient in the highlighted message.Slide25
In Basket Shortcut Keys
Alt+Up & Alt+Down Arrow
Cycles up/down through folders
Refresh or load message
Changes status of message to Done
Scroll one page up through report
Scroll one page down through report
Move to next message if current message status is changed to Done.Slide26
End of Chapter
10Continue to Next ChapterSlide27Slide28Slide29