Messaging Section

The Messaging section of the application provides the functionality to conveniently interact with your office staff and CollaborateMD via our HIPAA-compliant internal messaging system.

The following help pages are supported by the current version of CollaborateMD. Please follow the curriculum outline to receive the proper training associated with this section.

Messaging

Contacts

Message Search


Button Overview

Below you will find a description of the buttons located within the Messaging section:
  • Search: Selecting this button will allow you to search for messages.
  • Print: Selecting this button will allow you to print the search results list of all messages found.  
  • Select Columns: Selecting this button will allow you to edit which columns display within your message search table.

Message Search is used to search for specific messages that you have either sent or received through CollaborateMD Messaging.

Search for Messages

Follow the instructions below to search for a message:
  1. Go to the Message section.
  2. Click Message Search.
  3. Enter your Search Criteria.
    • From: Enter the username who sent the message.
    • To: Enter the username to whom the message was sent.
    • Subject: Enter a partial or full subject title.
    • Case#: If this case is involving a particular case#, you can enter that number in this field. Note: This feature is only applies to cases created prior to 2011. Please use the Self-Service Portal to find a list of your opened and closed cases. 
    • Date Criteria: Enter a date range from the list, or select it manually. 
    • Message Criteria: Select the message criteria you would like to display
  4. Click Search.