Inbound Messages - Manual Processing

Processing Multiple Messages from the Unprocessed List

Note: To process messages, you need to have the appropriate privilege granted by the Netsmart Homecare administrator.

In the Patient Messages window, you can attach messages to the patients or delete messages from the inbound list.

1.	Go to Interface>Receive Messages>Patient Messages.

2.	Use filtering options to retrieve inbound messages in the grid.

3.	Select check boxes next to the needed messages.

4.	To attach messages to a patient:

a.	Click Attach.

b.	In the Select Patient dialog, search for the appropriate patient in the current Business Unit, and then click OK.

c.	Click OK in the information message showing the number of the attached messages.

Note: When attaching multiple messages of the same source and type, only the most recent message is attached to a patient. The rest are moved to the deleted messages list.

You can view the messages attached to a patient in Patient>Documents>Inbound Patient Messages.

5.	To delete messages:

a.	Click Delete.

b.	(Optional) In the Confirm Delete Messages dialog, enter the reason for deleting messages.

c.	In the Confirm Delete Messages dialog, click Delete.

The messages are moved to the deleted list in Interface>Receive Messages>Deleted Patient Messages.

Processing a Single Message from the Unprocessed List

In the Patient Messages window on the Process tab, you can search for a patient based on the data from the selected message, and then attach a message to this patient if he or she is registered in the system. If the patient you are searching for does not exist in the application or is inactive, you can create a new prospect patient based on the data received in the inbound message.

1.	Go to Interface>Receive Messages>Patient Messages.

2.	Use filtering options to retrieve inbound messages in the grid.

3.	Select one message in the grid.

4.	Click the Process tab.

The fields with the predefined data from a message appear.

5.	Search for a patient based on the message data by modifying or adding values in the search fields, and then clicking Search.

Depending on the search results, you can proceed with the following options:

>	Attach message (for prospective, active, and inactive patients)

>	Create new prospect (for existing inactive patients)

>	Create new patient

Attaching Messages[top]

1.	Review the search results in the grid to define a patient for whom you want to attach message.

2.	Double-click the selected patient or click the Attach button.

3.	In the Attach Message dialog, compare the patient information from the inbound message with the information in the application before attaching message to the patient.  The matching items are marked with the green check mark, the items that do not match are marked with the red icon.

4.	Click Attach.

The message is attached to the selected patient (you can view the attached message in Patient>Documents>Inbound Patient Messages).

Note: When attaching messages of the same source and type, only the most recent message is attached to a patient. The rest are moved to the deleted messages list.

Creating New Prospect for Existing Patient from Inbound Messages[top]

Note: To create a new prospect for the existing patient, you need to have the appropriate privilege granted by the Netsmart Homecare administrator. Also, the inbound message must be configured with the possibility to create new prospects.

When creating a new prospect for an inactive patient, you can proceed with either creating a completely new patient (see Creating New Prospect Patient from Inbound Messages) or creating a new prospect for the existing inactive patient.

1.	Click the New button on the Process tab.

2.	In the New Prospect for Inactive Patient dialog, select the Create a new prospect for [Patient Code and Name] radio button, and then click OK.

3.	In the Add New Prospect dialog, complete the following fields:

>	Initial Date – Initial status date specified in the inbound patient message. If the date is not specified in the message or is in the future, the date when the message was received is set by default. You can overwrite the default date.

>

Initial Status Code – If the status code is not prefilled from the inbound patient message or from the Define General Settings Window, select it from the drop-down list for creating a new prospect tab in the Admissions & Status window. The drop-down list contains all the prospective status codes with the A (Initial admission) or X (Readmission) type defined in Administration>General>Patient Status Codes that are active on the initial status date. You can overwrite the default patient status code.

4.	Click Add Prospect.

The message appears notifying that a prospect was added. The inbound message that was used to create a new prospect for a patient is attached to that patient.

Creating New Prospect Patient from Inbound Messages

Note: To create a new prospect patient, you need to have the appropriate privilege granted by the Netsmart Homecare administrator. Also, the inbound message must be configured with the possibility to create new prospect patients.

If the patient you are searching for does not exist in the application, you can create a new prospect patient using the data received in the inbound message.

1.	Click the New button on the Process tab.

2.	In the Create New Prospect dialog, complete the following fields:

>	Business Unit – If Business Unit is not prefilled from the inbound patient message, select it from the drop-down list. You can overwrite the Business Unit that was specified in the inbound message.

>	Patient Code – Patient code is generated automatically once you specify the Business Unit. If Business Unit is not configured to create patient codes automatically, you can specify this code manually.

>	Initial Date – Initial status date specified in the inbound patient message. If the date is not specified in the message or is in the future, the date when the message was received is set by default. You can overwrite the default date.

>

Initial Status Code – If the status code is not prefilled from the inbound patient message or from the Define General Settings Window, select it from the drop-down list for creating a prospect tab in the Admissions & Status window. The drop-down list contains all the prospective status codes (active on the initial status date) with the A (Initial admission) or X (Readmission) type defined in Administration>General>Patient Status Codes for the selected Business Unit. You can overwrite the default patient status code.

>	Data to pre-populate if available – Select the patient data that will be prefilled from the inbound message if available. The basic patient data is always prefilled; you can select diagnoses and allergies data to prefill.

3.	Click Create Patient.

Note: Once you click Create Patient, the system checks whether you create a duplicate patient. If yes, then the warning message appears showing the patient's information that is duplicated. Search is performed by patient's SSN and name (first and last).

If there are no patients with identical information, then the message appears notifying that a patient was created. The inbound message that was used to create a patient is attached to the newly created patient.

Inbound Patient Messages Window

Patient>Documents>Inbound Patient Messages

Note: To access this window, you need to have the appropriate privilege granted by the Netsmart Homecare administrator. To perform specific actions, the corresponding access types must be granted.

With the Inbound Patient Messages window, you can view the list of messages that were attached to a specific patient from the list of unprocessed inbound messages (Interface>Receive Messages>Patient Messages). This window is accessible in Host and Field Modes. In Field Mode, you can only view messages that were attached to a patient, while in Host Mode you can also unattach and delete messages (see Processing Messages from the Attached List).

You can view the following information about messages:

>	ID – Unique message ID.

>	Date – Date when the message was originally received.

>	Time – Time when the message was originally received.

>	Source – Source from which the message was received.

>	Type – Type of the message.

You can sort the information in any column of the grid in alphabetical and ascending/descending orders. Also, the information about messages can be grouped by each column in the grid.

Viewing Referrals in Netsmart Referral Management

If the inbound message was received from the Netsmart Referral Management interface, you can view more details about the referred patient by clicking the View Referral button and launching out to the Referral Management website. You can launch out to the website from Host Mode only.

The View Referral button is available and you can see more details about referral if:

>	The appropriate privilege is granted for you.

>	Patient inbound message was received from Referral Management.

>	You have the Referral Management credentials.

>	Integration between Netsmart Homecare and Referral Management is configured.

>	Internet connection is available.

Patient Information Tab

On this tab, you can see the patient information from the message in clear and structured way. The content is shown based on the style template defined in Administration>Interfaces>Define Inbound Message Styles. If style template is not defined for some message types, the content is not shown on this tab.

Note: Depending on the style template, not all information from the message can be shown.

Message Tab

On this tab, you can see the original content of the inbound message, date and time when a message was received, source and type of the message, and a patient's name that is specified in the message.
Note: The Message tab appears only if the appropriate privilege is granted by the Netsmart Homecare administrator.

Deleted Patient Messages Window

Interface>Receive Messages>Deleted Patient Messages

Note: To access this window, you need to have the appropriate privilege granted by the Netsmart Homecare administrator. To perform specific actions, the corresponding access types must be granted.

With the Deleted Patient Messages window, you can view the list of all patient messages that were deleted either from the unprocessed or from the attached messages list. This window is accessible in Host Mode only. 
When you first open the Deleted Patient Messages window, you need to use the following filters to see the list of messages in the grid.

>	Received On – Select the needed option to include in the search results only messages that were originally received within the specific date range.

>	Source and Type – Select the sources and types of the inbound messages that you want to see in the list. By default, all message sources and types in the lists are selected. Also, you can right-click anywhere in the sections and use Select All or Clear All options.

Note: The message sources and types can be limited for operators on the Inbound Messages subtab in Administration>Configuration>Operators>Privileges.

>	Deleted On – Select the needed option to include in the search results only messages that were deleted within the specific date range.

>	Deleted By – Select the operators who deleted the inbound messages.

After specifying the needed filters and clicking the Retrieve button, the list of deleted messages that meet the filtering options appears in the grid with the following information for each message:

>	ID – Unique message ID.

>	Date Received – Date when the message was received.

>	Time Received – Time when the message was received.

>	Source – Source from which the message was received.

>	Type – Message type.

>	Patient – Patient name for whom the message was sent.

>	Deleted On – Date and time when the message was deleted.

>	Deleted By – Name of the operator who deleted the message.

You can sort the information in any column of the grid in alphabetical and ascending/descending orders. Also, the information about messages can be grouped by each column in the grid.

Patient Information Tab

On this tab, you can see the patient information from the message in clear and structured way. The content is shown based on the style template defined in Administration>Interfaces>Define Inbound Message Styles. If style template is not defined for some message types, the content is not shown on this tab.

Note: Depending on the style template, not all information from the message can be shown.

Message Tab

On this tab, you can see the original content of the inbound message, date and time when a message was received, source and type of the message, a name of a patient for whom the message was received, date and time when a message was deleted, and a reason for deleting a message in the Reason text box if the operator specified it.

Viewing Referrals in Netsmart Referral Management

If the inbound message was received from the Netsmart Referral Management interface, you can view more details about the referred patient by clicking the View Referral button and launching out to the Referral Management website.

The View Referral button is available and you can see more details about referral if:

>	The appropriate privilege is granted for you.

>	Patient inbound message was received from Referral Management.

>	You have the Referral Management credentials.

>	Integration between Netsmart Homecare and Referral Management is configured.

>	Internet connection is available.