Resource Center


Secure Messaging

The Secure Messaging option helps the Doctors to send secure messages to their Patients and receive messages from the Patients electronically in the form of an email.

Message Signature

  1. To set the Signature in your Messages, go to the 'Settings > Message > Signature' section.
    Message Signature
  2. Check in the 'Enable Signature' option to create the Signature.
  3. Enter the message for the Signature. You can include links, images, etc., to make it more useful.
    Enable Message Signature
  4. Click on the 'Save' button to save the changes.

Vacation Reply

You can configure Vacation Reply, with which you can send an automated message to the sender when you are not at the office. To configure Vacation Reply, follow the steps given below.

  1. Go to the 'Settings > Message' section and click on the 'Vacation Reply' option.
    Vacation Reply
  2. Click on the checkbox next to the 'Enable Vacation Reply' option.
  3. You will get prompted to enter the 'Subject' of the message, set the dates during which you will not be in the office, and the Vacation Reply message.
    Enable Vacation Reply
  4. Once configured, click on the 'Save' button to save the changes.

Messaging Preferences

You can set the Messaging preferences to configure whether you want to receive,

  1. Notification Email
  2. Message from Patients
  3. Questionnaire Notification Message From Patients
  4. Feedback Notification Message From Patients, etc.
    Message Preference

Once configured, click on the 'Save' button to save the changes.

Sending Secure Message (Compose Message)

To send a secure message to a Patient or Practice member, follow the steps given below.

  1. Click on the 'Messages' icon on the Home Page and click on the 'Compose' button.
  2. Enter the Member Name (member of the Practice) to whom you need to send the message in the 'Enter Member name' field. If you need to send a message to the Patient, choose the Patient Name from the 'Enter Patient name' field.
  3. Enter the subject and content of the message.
  4. The Signature of the message gets added by default if you defined it earlier.
    Compose Message

Message Attachments

You can attach files to the message by clicking on the 'Attach' option. You can choose the files either from your local drive or CharmHealth documents.
Message Attachment

Sending Questionnaires

You can pre-assign Questionnaires to Patients to fill them out before their Consultation. To send the Questionnaires, follow the steps given below.

  1. Go to the 'Messages > Compose > Questionnaire' option.
    Send Questionnaire
  2. Select the pre-configured Questionnaire and click on the 'Send' button to send the Questionnaire as a secure Message to the Patient. The Patients can fill out such Questionnaires from their Patient Portal Account.
    Send Questionnaire

Shared Inbox

The Shared Inbox feature allows you to handle the messages sent by the Patients to other members of your Practice. The Providers can use this feature to delegate the assistant to view and reply to the Patient's messages on their behalf.

Two sharing options are provided.
Shared Inbox

  • Access all Patients' Messages
  • Share Patient Messages with specific members

Access all Patients' Messages

The Practice Admin and Office Managers can access all the Patients' messages sent to any member in the Practice. The Practice Admin can assign this Role privilege to the required members who need access to all the Patients' Messages from the 'Settings > Facility > Roles > Messages' section.
Shared Inbox Permission

Share Patient Messages with Specific Members

Any member of the Practice can share his/her Patient messages with other members. This option is provided under the 'Settings > Message > My Preferences' section. For example, a Physician can share the Patient's messages with his/her MA.
Shared Inbox Other Members

The members with whom the messages are shared can access the Patient messages from the 'Messages > Shared Inbox > From Patients' section. By default, all the 'Unanswered Messages' from the Patients are listed. The members can view and reply to the message from here.
Access Patient Messages

The options to view all the messages that were sent to and received from the Patient are given with the respective icons as shown below. These options refer to the Patient's previous messages.
Access Patient Messages