Item Actions
Location: Workspace
Your Workspace is a repository of items that come in from many sources (similar to an email inbox). The actions that you can perform on an item vary depending on the item type. This article provides an overview of the actions. For details, refer to the separate article about the action.
|
Item Action |
Description |
|
Send Item |
Sends the item to another location or recipient. The destinations available vary by the item type. |
|
Save to disk |
Saves the item to your computer’s disk |
|
Send to portal (new account) |
Sends the item to the patient portal |
|
Import into chart/EHR |
Imports the item into the chart/EHR |
|
Send Email |
Sends the item as an email |
|
Send Fax |
Sends the item as a fax |
|
Secure Message |
Sends the item as a secure message |
|
Reply |
Send a response to an item |
|
Comment |
Adds a comment to an item |
|
Archive |
Moves an item to the Archive folder |
|
Delete |
Moves an item to the Trash folder |
|
View audit trail |
Shows the history of actions on the item including delivery status notifications. |
|
|
Prints an item |
|
Download PDF |
Downloads the item as a PDF |
|
Mark read |
Marks the item as read |
|
Mark unread |
Marks the item as unread |
|
Route Item |
Reassigns the item to another person in the practice |
If an item has one or more attachments, you can perform the following actions on the attachment(s).
|
Attachment Action |
Description |
|
Select all |
Selects all of the attachments on the item |
|
Select none |
Deselects all of the attachments on the item |
|
Rotate 90° |
Rotates the selected attachments on the item 90° clockwise |
|
Rotate -90° |
Rotates the selected attachments on the item 90° counter clockwise |
|
Flip all |
Flips all the attachments on the item 180° |