Setting up and using a shortcut for patient messaging in Evolution

1 Set up a Shortcut to Send Text Message to Patients

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First make sure the “option” (button to be selected) exists. If not, go to
File > Options > 

Find Reference Nos > Reference Nos. At the top of the References box select the Documents tab. Choose the Document Number and Select TXT Message (TXT). Click OK.

To add the shortcut to the Quick Access Toolbar, select a Patient on the palette -
Click on the Patient tab > Quick Doc > right click on Text Message, then left click on Add to Quick Access Toolbar 

The shortcut now shows on the pallet as a document with a big number 5.

2 Using Shortcut to Reply to Patients from Provider Inbox

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You can also use this shortcut to reply to patients from the Provider Inbox.

Home > Provider Inbox 

Select the Patient’s reply > Click on the blue arrow > click on the shortcut button or CTRL F2.