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TheraNest Ideas Portal
Status Future consideration
Categories Messaging
Created by Guest
Created on Jun 21, 2023

Automatically copy messages from secure messaging to a client's contact log

I want secure messages sent from a client copied to their contact log automatically.
App Type TheraNest Client Portal
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  • Jess Lewis
    Reply
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    Jan 24, 2024
    Messages sent to and from the client should be **automatically** saved to the contact log. I just had a medical records request and had to manually (one by one) add all the messages sent back and forth to the contact log. It was a major time killer. Currently, I save the message when sending or upon receipt; but for the times I forget, it would be easier if these messages were automatically saved to the contact log records. That is where they should be and will be used for future purposes/record keeping anyways, so this just streamlines our work. PLEASE!
  • Guest
    Reply
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    Jun 28, 2023
    It would be great to have patient messages automatically copied into the chart and an icon to show up in inbox to denote that. I have so many messages in my inbox that I'm not sure if they are in the patient chart yet, so I don't delete them.
  • Guest
    Reply
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    Jun 21, 2023
    While being able to copy patient messages to the chart is super helpful, my inbox is now full. I'm afraid to delete messages in case I forgot to copy them, and really I don't think we should have a choice. It would be great if any messages that come from a patient automatically are put into their contact log, as well as any replies sent are logged automatically. Then, maybe a 'done' feature when we've read or replied to remove it from the provider inbox. Also, if something a patient asks for needs to be forwarded to another provider/staff member, that feature would be fantastic. In some ways, there would be a place for patient messages and another for staff messages, though patient messages can be forwarded to staff members.
  • Guest
    Reply
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    Aug 25, 2020
    It would be very helpful to have emails sent to clients saved automatically as a contact note for each client. This would allow for accurate documentation of contacts made through the system.