Messaging Categories

Message categories allow patient messages to be directed to a specific admin(s) or provider(s) based on the patient's selected message topic.

Follow the steps below to create message categories:

  1. Go to Setup.

  2. Click Messaging Categories.

  3. Click the Add button.

  4. Enter the category Title.

  5. Assign user(s) and set the notification settings for the message category.
  6. Click Save.

Note: "Prescription Refills" and "Other" are required message categories.


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