EHR360

Messages

The Messages tab is the Dashboard inbox for quick triage. Use subject filters and Reply / Create Task actions; open the full Messages page for complete threads and compose.

Design — Messages tab

Results
Tasks
Messages
Orders
AllGeneralLab ResultsBilling
Lab Results follow-upUrgent

From Nurse Desk · Jane Doe · Main Location

ReplyCreate Task

Messages Tab

Heading Messages (with unread count when shown). Use filters and row actions for quick triage; open the full Messages page for complete threads.

Action Center Messages is a short inbox for day-of triage. Filters and row actions help you reply or create follow-up work without leaving Dashboard.

Opening the full thread may need Navigate to Message / Messages permissions. Billing-related message chips are inbox labels—they are not the Billing module claim screens.

  • Heading shows Messages (with unread count when available).
  • Filters: All plus common subject chips (General, Follow-up, Appointment, Lab Results, Billing, and similar).
  • Rows show subject, optional Urgent, from / patient / location, and preview.
  • Actions include Reply, E-Prescribe, and Create Task.
  • This inbox is distinct from the floating Chats widget.

Related topics — open these next

How to triage: Reply and Create Task

Use Reply for a quick response from the Dashboard row, or Create Task when the work belongs on someone’s task list.

Reply is for short message follow-up from the inbox. Create Task is better when the next step is assignable work that should outlive the message thread. E-Prescribe appears on the row when the clinic and your role allow it.

For long threads, attachments, or full compose, open `/messages`. Confirm Practice and Location(s) if counts or rows look wrong.

How to do it

  1. Open Dashboard → Action Center → Messages.
  2. Filter All or a subject chip as needed.
  3. Open the row preview and decide Reply vs Create Task.
  4. Click Reply to respond, or Create Task when follow-up belongs on a task list.
  5. Optional: use E-Prescribe when shown and permitted.
  6. Open `/messages` when you need the full thread or compose workspace.
  • Reply: quick response from the Dashboard Messages row.
  • Create Task: hand off assignable follow-up when permitted.
  • E-Prescribe may appear on the row by clinic and role.
  • Use subject chips to focus General, Follow-up, Lab Results, Billing, and similar.
  • Full compose and long threads belong on `/messages`.

Related topics — open these next

Dashboard Messages vs /messages (and Chats)

Dashboard Messages is for quick triage. The full Messages page is for complete threads and compose. Neither is the floating Chats widget.

Use Dashboard between visits to clear unread items and hand off work. Use `/messages` when you need the full inbox, compose, or longer thread history. Opening the full thread from Dashboard may require Navigate to Message / Messages permissions.

The floating Chats widget is a separate product surface. Billing subject chips here are message labels only—claim submit and ERA still live under Billing.

  • Dashboard: short inbox for quick triage between visits.
  • Full `/messages` page: complete threads, compose, and fuller rules.
  • Navigate to Message / Messages permissions may be required to open full threads.
  • Not the floating Chats widget.
  • Billing chips are inbox labels—not Live Claims screens.

Related topics — open these next