Patient Profile and Communication
Identifying Information
Identifying Information
You will see a detailed look at the patient’s identifying demographic information, including first and last name, phone number, MRN, email, and date of birth.
Messages Tab
Messages Tab
Selecting this tab allows two-way communication between the coordinator and the patient.
Notes Tab
Notes Tab
This section allows coordinators to create notes that are maintained within the patient’s profile. These notes are not sent or viewable by the patient.
Message Timeline
By scrolling down in this window (under the Messages tab), you will see the complete message history for the specific appointment:**Responses: **messages from the system or care coordinators are on the right, while patient responses are on the left- Message Status Colors:
- Blue: Messages that are queued to be sent in the future.
- Green: Messages that have been sent.
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Red: Messages that are rejected, canceled, or failed.
Most Recent messages are found at the top; Oldest messages are at the bottom.
Status History Tab
The “Status History” tab displays the detailed delivery timing and status of all messages within the workflow, providing an audit trail for communication attempts.