1. Managing Epic Messages
In basket Messages
Managing Epic Messages

2. 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.

3. In Basket Messages Objectives: In this session you will learn:
To recognize you have
How to navigate the In Basket
How to change the status of your
How to Reply, forward and delete
How to send

4. 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).

5. In basket– Mail Indicator
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 has been received.
Red
High Priority Mail
White
No Unread Mail
Blue
Normal Priority Mail

6. Epic In Basket Indicator
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.

7. Accessing your
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.

8. READING YOUR
Messages are displayed to the right of the “Staff Message” folder. Click on the message to read it at the bottom of the screen.
Keyboard shortcut: use the Up/Down Arrows to move from one to another.

9. Sending a Message
Click “New Msg” to send a new staff message. The enter staff message screen will appear.

10. Sending a Message (continued)1
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. 2 3 4 1 2 3 4

11. Sending a Message (continued)
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. 5 6 7 8
Click “Accept” to send the message.
Click “Cancel” to delete the message.
Click “Save As QuickAction” option to save as a template for creating other messages. 5 6 7 8

12. In Basket – Navigation
Each time you open In Basket after logging in to Hyperspace, you are taken to the home In Basket display. 3
Folder list pane
Navigation folder list
Top activity toolbar
Folder title bar
Bottom activity toolbar
Message list pane
Message display pane 4 5 6 1 7 2

13. Folder List Pane
This expandable list displays a folder for each type of message you have received or sent.
Folder List Pane

14. Navigation Folder List
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 List

15. Message List Pane 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 Pane

16. In basket default view
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.

17. In basket keyboard shortcuts
To select the Shortcut Keys select the blue question mark (?) that will display “Display Legend and Keyboard Shortcut information” button.

18. 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.

19. In Basket Top Activity Toolbar Buttons
New Msg
Click New Msg to send a new staff message. Click the New Msg arrow button to select a different type of message.
Refresh
Click Refresh to update the message folders, message listing, and message alerts. Any messages with a status of Done are deleted.
Edit Pools
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.
Settings
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.

20. In Basket Top Activity Toolbar Buttons
Search
Click Search to open the Message Search Report Settings window, which allows you to perform advanced searches on your In Basket messages.
Manage QuickActions
Click Manage QuickActions to setup a “template” for something you use all the time.
Attach
Click Attach 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.
Out
Click Out 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.

21. In Basket Top Activity Toolbar Buttons (continued)
- Reply to Sender
- Reply to All
- Forward
Done
Click 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:
Note: 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.

22. Out Basket Activity Toolbar: Message Options
Recall Msg
Allows the user to remove a message before it is received.
Edit/Resend
Allows a retracted message to be received.
Remove
Takes a message off the list.

23. SENT Messages – Display Pane
In the message display pane, you can change the views to see information about the sent message.
Message
Displays the message.
Status
Displays a brief report in the message display pane that lists the status of the selected message for each of its recipients.
History
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.

24. Viewing Completed Work
Click on “Completed Work” in the Navigation Folder List
Click on the Staff Message folder – this will display a list of messages that have been marked Done by you within the last 30 days
Click 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.
Tel Call
Not used at this time.
Flowsheet
Appts
Jump to the appointment desk for the patient in the highlighted message.

25. In Basket Shortcut Keys
Alt+Up & Alt+Down Arrow
Cycles up/down through folders
Enter Key
Refresh or load message
Delete Key
Changes status of message to Done
Ctrl+Page Up
Scroll one page up through report
Ctrl+Page Down
Scroll one page down through report
AutoAdvance
Move to next message if current message status is changed to Done.

26. Continue to Next Chapter
End of Chapter 10
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