Showing posts with label In-Basket. Show all posts
Showing posts with label In-Basket. Show all posts

In Basket Update - Changes to Default Display

Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
  • In Basket Update - Changes to Default Display of Select Message Types
As of May 21, 2026, the default display of some In Basket message types will be changing to a more standardized, streamlined view (click camera icon for example screenshots). Note that those who had previously personalized their display of the impacted In Basket message types will lose their personalization with this change; tips and recommendations on (re-)personalization following the change are below.

  • Impacted message types: All Reminders, Appointment Notification, Cancelled Orders, CC Charts, Chart Completion, Chart Correction, My Open Charts, My Open Encounters, Note Routing, Overdue Results, Patient Calls, Referral Message, Referral Triage, Result Follow Up (will not change for Transplant Coordinators), Results (will not change for ED users), Rfl Notification Letter, Staff Message 
  • Changes include:
    • Most important information now in the leftmost columns
    • Replaced separate "Date" and "Time" columns with single "Date + Time" column
    • Removed redundant columns: "Pool?" (info also in "Responsibility" column), "Status" (bolding indicates "New" status, non-bolding indicates "Read"), "My Chart" (info via flag on patient’s Storyboard) 
    • Renamed similar columns for consistency, e.g., "Sender"/"Sent By"/etc. now all "Sender"
    • Some columns now hidden by default (can be added back or used for filtering/sorting)
    • Renamed and grouped columns linked to the "Follow-up" activity:
      • "Action" renamed "Follow-up Action", "Msg/Note" and "Comment" renamed "Follow-up Comment", and "Due Date" renamed "Follow-up Due Date"
      • Flag in rightmost column
      • Note: The Follow-up activity can be accessed by highlighting a message in a message folder, and all Follow-up messages can be accessed via the main In Basket toolbar.
  • Personalization tips:
    • Columns that have been hidden by default can be added back to a user's personalized view.
    • For an expanded, more user-friendly view, change the position of the Report Pane to the bottom (default is to the right).

For more information on In Basket, please see the CMIO's In Basket Management Guide. 

      In Basket Update - "Not My Result" Workflow Optimization

      Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
      • In Basket Update - "Not My Result" Workflow Optimization
      As of March 12, 2026, the "Not My Result" QuickAction function in In Basket will be updated to reduce inappropriate forwarding to the error pool. 
      • In the Result Note that opens after clicking the Not My Result button, the wording of the options in the "Steps taken" dropdown list has been updated to provide the user with additional instructions if the result needs to go to the error pool (click the camera icon to see a screenshot).
      • The “Route” checkbox will no longer be selected by default when the Result Note opens via the Not My Result button. If the user checks the "Route" box in order to forward the result to the error pool, an "Enter recipients" field will appear, and will be a hardstop. 
        
        • To add the error pool in the "Enter recipients" field, users can either type in "P AHS NMR AUTOROUTE POOL" or click the magnifying glass and, in the pop-up, search for "ahs nmr" in the "Pools" field.
       

      For more information on In Basket, please see the CMIO's In Basket Management Guide:

            Auto-Closure of Old Co-Sign Order Requests [Updated]

            Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
            • Auto-Closure of Old Co-Sign Order Requests
            Since 2019, a backlog of over 350,000 open co-sign requests and verbal order messages have accumulated, creating a significant administrative burden for prescribers and a negative impact on system performance. On February 3, 2026, all open co-sign and verbal order messages (including any that have been declined) older than 31 days will be administratively closed. 
            • Orders entered into Connect Care with the "Verbal with readback", "Telephone with readback", and "Per protocol cosign required" ordering modes generate an In Basket message with a co-sign request. Medical Staff Rules (4.18.8.e) indicate that these orders are automatically deemed to be co-signed by the ordering provider unless corrected within 24 hours (or, in a Continuing Care facility, at the time of the ordering provider’s next visit).
            • On February 3, authorizing prescribers will notice removal of these messages older than 31 days from their "Chart Correction" and "Cosign – Clinic Orders" In Basket folders. 
            • While the In Basket messages will be permanently purged, the co-sign order requests and verbal order signature requirements that are administratively closed will still be permanently retained in the chart and visible in Chart Review (click the camera icon for a screenshot).
            • A proposal is under review to administratively close co-sign messages for verbal and telephone orders older than 31 days on a go-forward basis, removing them from In Baskets once a month. 
            For questions related to these changes, users are encouraged to submit a ServiceNow ticket.  

            Edit (Feb 25): Updated to clarify that only retroactive cleanup of these orders has been approved/actioned. This post previously stated that monthly cleanup would occur moving forward, but this is currently only at the proposal stage.

                  In Basket Update - Notice of Admission for Obstetrical Patients

                  Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                  • In Basket Update - Notice of Admission for Obstetrical Patients
                  There has been an issue with members of the Care Team not getting a Notice of Admission for obstetrical patients in their In Basket, due to the system not capturing patients admitted through Triage Admit. As of January 13, 2026, this issue will be fixed, and all members of the Care Team for obstetrical patients will see these messages in their In Basket. 

                        Taming In Basket, Phase 3 - More Message Types Set to Auto-Expire

                        Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                        • Taming In Basket - More Message Types Set to Auto-Expire
                        Clinical information systems continue to generate high volumes of In Basket messages for physicians and other users. To reduce clutter and improve message relevance, AHS launched the "Taming In Basket" initiative in 2024. To date, more than 4 million old In Basket messages have already been removed.

                        For Phase 3 of the initiative, as of January 12, 2026, the two highest-volume message types remaining, "CC Charts" and "Results", will be set to auto-expire after 90 or 180 days (as indicated below). In addition, "Covered Work" messages will no longer be sent, and existing messages of that type will auto-expire in 90 days. These changes will result in the future removal of over 5 million additional outdated messages, further streamlining the In Basket experience.
                        • “CC Charts” messages will auto-expire after 90 days
                          • On April 12, these auto-expired messages will be removed from users' In Basket view in Hyperspace (i.e., moved to a “Done” status). Users will then still be able to retrieve the auto-removed messages they may need within 60 days (before June 12), after which they are permanently purged from the system. 
                        • “Results” messages will auto-expire after 180 days
                          • On July 12, these auto-expired messages will be removed from users' In Basket view. They can still be retrieved within 60 days (before September 12), after which they are permanently purged. 
                        • “Covered Work” messages will no longer be sent, existing messages will auto-expire in 90 days
                          • These messages were generated when a user set Out of Contact and a delegate completed certain tasks; however, message generation criteria were inconsistent and often confusing. Users can use Search to find messages completed by delegates during their absence.
                          • On April 12, all existing Covered Work messages will be removed from users' In Basket view. They can still be retrieved within 60 days (before June 12), after which they are permanently purged.
                        Please note that this change will be effective moving forward only. Messages of the above types older than 90 or 180 days that currently exist in users’ In Baskets will not be affected. Messages older than 90 days will be removed from users’ In Baskets on April 12, and those older than 180 days will be removed on July 12. Reminders will be shared around those times.

                        Furthermore, any messages that users postponed utilizing "Follow up" functionality will be included in the auto-expiry rule only after the date the message comes back to the My Messages space.

                        For more information on In Basket, please see the CMIO's In Basket Management Guide. A table listing all the message types that now auto-expire (and when) can be found at the end of the guide.

                            In Basket Update - Sort Result Messages by Date and Time

                            Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                            • In Basket Update - Sort Result Messages by Date and Time
                            As of December 4, 2025, the "Date Sent" column in the In Basket folder for Results messages will be updated to display both the date and time, rather than just the date (click the camera icon for a screenshot). If users previously personalized their column display in the Results messages folder, they will need to re-personalize their view again following this change.


                            For more information on In Basket, please see the CMIO's In Basket Management Guide:

                                  Taming In Basket - Removal of Messages Older Than 180 Days

                                  Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                  • Taming In Basket - Removal of Messages >180 Days
                                  As previously posted, as part of the "Taming In Basket" project, in June 2025 a batch of In Basket message types were set to auto-expire after 180 days but, at that time, messages older than 180 days that were already in users' In Baskets were not removed. As of December 1, 2025, messages of the following types that are older than 180 days will be removed from users' In Basket view in Hyperspace; users will still be able to retrieve the messages they may need until February 1, 2026 (see below for details). The decluttered view will make it easier for users to action new and task-oriented messages, and will empower users to use In Basket efficiently as a short-term task management and communication tool rather than long-term information storage.
                                  • My Open Charts
                                  • My Open Encounters
                                  • Nurse Triage Encounter
                                  • Patient Advice Request
                                  • Patient Calls 
                                  • Rx Request
                                  • Studies to Sign
                                  Messages removed from users’ In Basket view are still retrievable for 60 days following removal (in this case, until February 1, 2026) before being purged from the system; see the FAQ blog post on how to retrieve. Afterward, all messages will still be retained in databases in case they need to be retrieved in the future for legal/privacy/etc. investigation, but messages cannot be retrieved this way for individual users.

                                  Furthermore, any messages that users postponed utilizing "Follow up" functionality are excluded from the auto-expiry rule until after the date the message comes back to the My Messages space.

                                  For more information on In Basket, please see the CMIO's In Basket Management Guide:

                                      New Cancelled Cardiology Order In Basket Notifications

                                      Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                      • New Cancelled Cardiology Order In Basket Notifications
                                      As of November 13, 2025, ordering providers will now receive an In Basket message for cancelled cardiology orders when one of following reasons have been documented: "Expired/Canceled"; "Canceled by Provider"; "Per Protocol"; "Other"; or "Patient Refused". This new functionality applies to the below cardiology orders:
                                      • ABP MONITOR EXT ORD INTERPRETATION
                                      • AMBULATORY BLOOD PRESSURE MONITOR 24 HOUR
                                      • AMBULATORY BLOOD PRESSURE MONITOR 48 HOUR
                                      • AMBULATORY BLOOD PRESSURE MONITOR READ ONLY
                                      • CARDIAC EVENT MONITOR FOUR WEEK
                                      • CARDIAC EVENT MONITOR ONE WEEK
                                      • CARDIAC EVENT MONITOR READ ONLY
                                      • CARDIAC EVENT MONITOR THREE WEEK
                                      • CARDIAC EVENT MONITOR TWO WEEK
                                      • CARDIAC HOLTER MONITOR 24 HOUR
                                      • CARDIAC HOLTER MONITOR 48 HOUR
                                      • CARDIAC HOLTER MONITOR ONE WEEK
                                      • CARDIAC HOLTER MONITOR READ ONLY
                                      • CARDIOVASCULAR AUTONOMIC FUNCTION TESTING
                                      • CARDIOVASCULAR AUTONOMIC FUNCTION TESTING AND TILT TABLE
                                      • CARDIOVASCULAR TILT TABLE
                                      • CARDIOVERSION
                                      • DEFIBRILLATION THRESHOLD TEST
                                      • HOLTER MONITOR EXT ORD INTERPRETATION
                                      • LOOP RECORDER INSERT
                                      • LOOP RECORDER REMOVAL
                                      • PROVOCATIVE DRUG CHALLENGE 120MIN
                                      • PROVOCATIVE DRUG CHALLENGE 60MIN
                                      • TILT TABLE
                                      • TRANSESOPHAGEAL EP STUDY (TEPS)

                                            Taming In Basket - Removal of Messages Older Than 90 Days

                                            Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                            • Taming In Basket - Removal of Messages >90 Days
                                            Clinical information systems have increased the volumes of messages prescribers and other users need to manage, and AHS is committed to making adjustments to reduce clutter and increase In Basket message relevance. The "Taming In Basket" project was launched to identify In Basket messages that can be safely auto-expired, to reduce the volume of existing In Basket messages and to empower users to use In Basket efficiently.

                                            As previously posted, in June 2025 the second batch of In Basket message types were set to auto-expire after 90 days but, at that time, messages older than 90 days that were already in users' In Baskets were not removed. As of September 17, 2025, messages of the following types that are older than 90 days will be removed from users' In Basket view in Hyperspace. The decluttered view will make it easier for users to action new and task-oriented messages.
                                            • Chart Correction Requests
                                            • Letter Queue
                                            • Note Routing - IP ROUTING
                                            • Overdue Rslt
                                            • Patient Clinical Update 
                                            • Patient Questionnaire Submission 
                                            • Radiology Messages
                                            • Referral Message
                                            • Referral Notification Letter
                                            • Result Notes
                                            • Staff Message
                                            Please note that while the messages are removed from users’ In Basket view, they are still retrievable for 60 days (i.e., until November 17; see the FAQ blog post on how to retrieve) before being purged from the system. Afterward, all messages will still be retained in databases in case they need to be retrieved in the future for legal/privacy/etc. investigation, but messages cannot be retrieved this way for individual users.

                                            Furthermore, any messages that users postponed utilizing "Follow up" functionality will be included in the auto-expiry rule only after the date the message comes back to the My Messages space.

                                            For more information on In Basket, please see the CMIO's In Basket Management Guide:

                                                Taming In Basket - More Message Types Set to Auto-Expire

                                                Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                                • Taming In Basket - More Message Types Set to Auto-Expire
                                                Clinical information systems have increased the volumes of messages prescribers and other users need to manage, and AHS is committed to making adjustments to reduce clutter and increase In Basket message relevance. The "Taming In Basket" project was launched to identify In Basket messages that can be safely auto-expired, to reduce the volume of existing In Basket messages and to empower users to use In Basket efficiently.

                                                As previously posted, in October 2024 the first batch of In Basket message types were set to auto-expire. As of June 2, 2025, the second batch of In Basket message types will be set to auto-expire, some after 90 days and some after 180 days, as indicated below:
                                                • In Basket message types will auto-expire after 90 days:
                                                  • Chart Correction Requests
                                                  • Letter Queue
                                                  • Note Routing
                                                  • Overdue Results
                                                  • Patient Clinical Update 
                                                  • Patient Questionnaires 
                                                  • Radiant
                                                  • Referral Message
                                                  • Referral Notification Letter
                                                  • Result Notes
                                                  • Staff Message
                                                • In Basket message types will auto-expire after 180 days
                                                  • My Open Charts
                                                  • My Open Encounters
                                                  • Nurse Triage Encounter
                                                  • Patient Advice Request
                                                  • Patient Calls 
                                                  • Rx Request
                                                  • Studies to Sign
                                                Please note that this change will be effective moving forward only. Messages older than 90 or 180 days that currently exist in users’ In Baskets will not be affected. Messages older than 90 days will be removed from users’ In Baskets in September 2025, and those older than 180 days will be removed in December 2025 (further communication will be shared at those times).

                                                Furthermore, any messages that users postponed utilizing "Follow up" functionality will be included in the auto-expiry rule only after the date the message comes back to the My Messages space (e.g., if a message with 90-day auto-expiration is postponed today for 3 days, the 90-day countdown will resume 3 days from today; if the user manually returns the message to the My Messages space before the 3 days have passed, the 90-day countdown resumes at that time).

                                                For more information on In Basket, please see the Quick Start Guide:

                                                    Taming In Basket - Removal of Messages Older Than 90 Days

                                                    Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                                    • Taming In Basket - Removal of Messages >90 Days
                                                    Clinical information systems have increased the volumes of messages prescribers and other users need to manage, and AHS is committed to making adjustments to reduce clutter and increase In Basket message relevance. The "Taming In Basket" project was launched to identify In Basket messages that can be safely auto-expired, to reduce the volume of existing In Basket messages and to empower users to use In Basket efficiently.

                                                    As previously posted, in October 2024 the first batch of In Basket message types were set to auto-expire after 90 days but, at that time, messages older than 90 days that were already in users' In Baskets were not removed. As of January 21, 2025, messages of the following types that are older than 90 days will be removed from users' In Basket view in Hyperspace. The decluttered view will make it easier for users to action new and task-oriented messages.
                                                    • Appointment Notification 
                                                    • Case Message 
                                                    • Covered Work 
                                                    • Media Manager 
                                                    • OOC Notification
                                                    • BestPractice 
                                                    • Addendum Notification
                                                    • Rx Response
                                                    • Pt Admitted/Discharged
                                                    • Canceled Orders
                                                    Please note that messages will only be removed from users’ In Basket view; all messages will still be retained in databases in case they need to be retrieved in the future for legal/privacy/etc. investigation.

                                                    For more information on In Basket, please see the Quick Start Guide:

                                                        Auto-expiry of Additional In Basket Message Types

                                                        Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                                        • Auto-expiry of Additional In Basket Message Types
                                                        Clinical information systems have increased the volumes of messages prescribers and other users need to manage. AHS is committed to reducing clutter and increasing In Basket message relevance. Accordingly, the "Taming In Basket" project was launched to identify In Basket messages that can be safely auto-expired, to reduce the volume of existing messages and to empower users to use In Basket efficiently. Approvals have been obtained for the first batch of In Basket messages to be set to auto-expire.

                                                        As of October 3, 2024, the following In Basket message types will be set to auto-expire after 90 days:
                                                        • Appointment Notification 
                                                        • Case Message 
                                                        • Covered Work 
                                                        • Media Manager 
                                                        • OOC Notification
                                                        • BestPractice 
                                                        • Addendum Notification
                                                        • Rx Response
                                                        • Pt Admitted/Discharged
                                                        • Canceled Orders
                                                        Please note that this change will be effective moving forward only. Messages older than 90 days that currently exist in users’ In Baskets will not be affected. Messages older than 90 days will be removed from users’ In Baskets in January 2025 (further communication will be shared at that time). Also note that the above message types are in addition to the message types that are already set up to auto-expire. Currently, Timeout Msg expire in 3 days; Inpatient Notifications, Results Notifications, and ED Notifications in 30 days; and MyChart Notifications in 60 days.
                                                        • Tip: With the recent Fall Upgrade, users are now able to opt in/out from many more message types. In In Basket, click on "Preferences", then "Message Settings", and then select or deselect the message types you want or no longer want to receive.

                                                        Admission and Discharge Notification Updates

                                                        Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                                        • Admission and Discharge Notification Updates
                                                        As of September 18, 2024, an update will allow prescribers to choose whether or not they want to receive In Basket notifications for the following patient movement events: Inpatient (IP) Discharge, Emergency Department (ED)/Observation Bed (Obs) Arrival, and ED/Obs Discharge.
                                                        • If a prescriber already has notifications turned on for IP Admission or External Outpatient Visit (i.e., has "Yes" selected under "Receive Message Notifications by Default"; click the camera icon below to see the screenshot), notifications for these additional patient movement events will be turned on by default.
                                                        • If a prescriber does not already have notifications turned on for IP Admission or External Outpatient Visit (i.e., has "No" selected under "Receive Message Notifications by Default"), notifications for these additional patient movement events will not be turned on by default.


                                                        To update your In Basket notifications to opt in or out of these new notifications, see the tip sheet.

                                                        In Basket Update - Inpatient Cosign Notes Folder

                                                        Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                                        • Removal of Defer Button from Cosign Notes Folder
                                                        As of July 12, 2024, in In Basket, the "Defer" button that appears when within the inpatient "Cosign Notes" folder will be removed (click on the camera icon to see a screenshot). Previously, clicking on this button to indicate that the provider was not the appropriate cosigner would cause an error.


                                                        If you receive a request for cosign in error, either reply to the sender to indicate you are not the appropriate cosigner, or forward to the appropriate provider (if known).

                                                        In Basket Update - Co-Sign and Incomplete Notes Folders

                                                        Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                                        • Co-Sign and Incomplete Notes In Basket Folders
                                                        Summative notes authored by trainees require a co-signature from the appropriate prescriber. This contrasts with progress notes, which do not require a co-signature. Often trainees will be asked to, or be in the habit of, having their progress notes cosigned. To date, a corresponding In Basket folder with co-sign messages has not been visible, making it difficult for prescribers to complete the co-sign action. Rather, a deficiency notification was triggered, and the co-sign deficiency would be visible in the "Chart Completion" folder. 

                                                        As of October 17, 2023, "Co-Sign Notes" and "Incomplete Notes" In Basket folders will become visible to those prescribers that Supervised Trainees have selected as Co-Signers, when a note needs to be co-signed.
                                                        • The Co-Sign Notes and Incomplete Notes folders will only display in the co-signing prescriber's In Basket if there are messages in them. 
                                                        • Each notification in the Co-Sign Notes and Incomplete Notes folders will include information about the patient and document type, and action buttons are provided to allow users to complete the task of co-signing/completing the note, similar to notifications in the Chart Completion folder. 
                                                        • Prescribers will continue to see deficiencies in the Chart Completion folder; in addition, a notification will be visible in the Co-Sign Notes or Incomplete Notes folder. When the deficiency is managed via chart completion, the corresponding message will be removed from the Co-Sign Notes or Incomplete Notes folder.
                                                        • Since outpatient encounters are closed when the scheduled prescriber signs the visit, outpatient/ambulatory (progress) notes should not be identified as requiring a co-signature. Outstanding co-sign messages for ambulatory notes will be removed prior to this change; incomplete notes will remain in the "Incomplete Notes" Folder.
                                                        For more information on how to manage notifications in the Co-Sign Notes and Incomplete Notes folders:

                                                        In Basket Update - Cancelled Lab Orders

                                                        Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                                        • New Submitter Column for Cancelled Lab Orders
                                                        As of February 9, 2023, In Basket notices of cancelled labs will have a "Submitter" column. While all users will see this field, the additional information will be particularly helpful for mixed-context prescribers, as an easy way to identify if the result had been sent to their community clinic, where they would normally manage lab cancellations. If there is not a submitter associated with the result, the field will remain blank. 


                                                        How to Manage Misdirected In Basket Results

                                                        Problem: Laboratory results can occasionally get misdirected. The affected prescriber may see In Basket notifications about patients that are not within the prescriber's circle of care. Indeed, reviewing this information inappropriately could constitute a privacy breach. What to do?

                                                        Considerations: In Basket messages that link to patient health information should relate to patients with whom the receiving prescriber has, has had, or will have an approved relationship (circle of care, quality or research).

                                                        Test results may be delivered to a prescriber's In Basket "Results" folder because of an automated routing scheme, or because the recipient was explicitly copied on the result. Results may also be delivered if the receiving provider is:
                                                        • a member of the patient’s Care Team and configured to receive results,
                                                        • signed into a results review message pool,
                                                        • supervising a medical learner, or
                                                        • the most responsible provider at the time of discharge for results reporting after the time of discharge.
                                                        Results that are believed to have been received in error should be reviewed to determine if any of these conditions apply before taking action to flag a misdirected result.

                                                        Solution: The Connect Care In Basket has a "QuickActions" tool that allows prescribers to manage results received in error. 

                                                        Select (click on) the In Basket result notification and then look to the button bar at the top of the result display. The "QuickActions" pick-list is in the left-most position. 

                                                        • Not My Result
                                                          • Use this action if the result was misdirected and should not have been routed to the recipient's In Basket, even if the provider has participated in the patient's care at some point.
                                                          • The Result Note window will open and the provider will be required to complete two SmartLists (use F2 to find and use pick-list) to indicate why the result is being marked as received in error and what, if any, steps have been taken to remediate.
                                                          • If none of the available pick-list options fit,  select "other" and provide a brief comment to better explain the issue and what has been or should be done.
                                                          • Upon completing the two SmartLists and accepting the message, the result note will be re-routed to an internal results routing error pool for review and action.
                                                          • The associated In Basket message will disappear.

                                                        In Basket - Attachments for Patient Messages

                                                        Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                                        • Adding Attachments to In Basket Patient Messages 
                                                        As of November 4, 2021, attaching documents to a patient message in In Basket has been simplified. 

                                                        To attach a document to an In Basket patient message, initiate a patient message from its menu item (available only for patients with an activated MyChart patient portal service), then in the "Patient Message" screen:
                                                        1. Select the "+Add" button in the "Attachment" row of the "Tasks & Attachments" section.
                                                        2. From the "Media Selector" window that opens, select the desired document to be attached:
                                                          • Attaching a Connect Care document: In the "Detailed View" tab, the "All Media" list shows all media available in Connect Care for that patient (including scanned/imported files), with document types and descriptions. Select the desired document and click the "Accept" button.
                                                          • Attaching a document from your device: Click the "Browse" tab (to the right of "Detailed View"). In the "Open" window that pops up, click "This PC", select the desired document, and click the "Open" button. Add a description in the "Description" field (note: the patient will see this description). 
                                                            • The document type will automatically fill in as "Provider Attachment".
                                                        For more information:

                                                        "New Encounter" Button added to In-Basket Results Review

                                                        Enhancement updates provide short alerts to new, fixed or improved Connect Care functions...
                                                        • "New Encounter" In-Basket Speed Button
                                                        A speed button for “New Encounter” is added for use in In-Basket Results Review workflows. This complements the existing "Encounter" speed button, which allows prescribers to jump into the patient chart, at the correct encounter, when results are reviewed. It can help to check the clinical context when considering the significance of a new result.

                                                        However, sometimes the result is of such significance that the prescriber may wish to create a new documentation, orders-only, telephone or other encounter(s) to capture information about the finding or any actions required. This is what the "New Encounter" button speeds up.

                                                        The new speed button was added to Results Review in response to optimization requests.