WebPT EMR + Tasking | Message Manager Overview

WebPT + Kno2 | Message Manager Setup

Faxes and DSM are sent and received from within the WebPT Tasking. WebPT and Kno2—our healthcare interoperability partner—work together to bring you this functionality. In order to send and receive faxes and DSM, your WebPT EMR account must be integrated with Kno2’s network.

WebPT’s Onboarding team will guide you through the setup process and training and have you up to speed quickly. Setup requires action from you, WebPT, and Kno2. Kno2 will first need to verify your identity and request that you provide written permission for WebPT to have administrative access to your Kno2 account. After that, WebPT will work with Kno2 to create your account. Message Manager setup is quick, but it cannot proceed without identity verification and providing written permission. Be vigilant and reply promptly to emails for the most streamlined experience.

When you need help with Message Manager, here’s who to reach out to:

Inbound Faxes

Every WebPT Member has the ability to send outbound faxes. Members who use Message Manager also have the ability to receive inbound faxes.

When an inbound fax is received, it’ll appear in the Tasks Table in Tasking. Filter the Tasks Table to view all fo the faxes you've received.

1. Clear any existing filters on the Tasks Table
2. Filter the Type column by Fax
   

All inbound faxes will show Message manager in the Created By column.

View Inbound Faxes

Click the name of the Task to view the Task details.

Click the down arrow to view the fax.

If the fax is about a specific patient, click Link Patient to associate the task with the patient’s chart. Once the task is linked to a patient, you can then add the attachment from the fax directly to the eDocs section of the patient’s chart.

To view all of the faxes you’ve received, click the filter icon in the Type column and select Fax.

Direct Secure Message (DSM)

Direct Secure Messaging is an encrypted email tool that allows clinicians to send protected health information about their patients through a secure encrypted network. It is done through a standards‐based protocol called the Direct framework.

Direct Secure Messaging improves coordination of care between healthcare providers and their patients by providing the ability to securely communicate with other healthcare providers. Instead of mailing or faxing your patient’s information, which could take hours or days and is not secure, DSM enables sending and seeking information about your patient’s health record within minutes. DSM gives clinicians timely clinical details and helps address the significant gaps in information that occur during transitions of care. These are just a few key clinical documents for which DSM can be used:

• Transitions of care
• New patient referrals
• Plans of Care

With Message Manager, you can both send and receive DSM, opening your practice up to communications with many providers that are required to use DSM to remain compliant with the MIPS Promoting Interoperability category.

Inbound

When an inbound DSM is received, it’ll appear in the Tasks Table in Tasking. Filter the Tasks Table to view all of the DSMs you've received.

1. Clear any existing filters on the Tasks Table
2. Filter the Type column by DSM
   

All inbound DSMs will show Message manager in the Created By column.

View Inbound DSMs

Click the name of the Task to view the Task details.

Click the down arrow to view the DSM.

If the DSM is about a specific patient, click Link Patient to associate the task with the patient’s chart. Once the task is linked to a patient, you can then add the attachment from the fax directly to the eDocs section of the patient’s chart.

DSMs from referral sources can be documented as such by changing the Task Type to Referral. Referral Tasks will have an additional tab called New Patient Referral where additional information about the referral can be documented. To learn more about the Referral Task type, visit this article.

To view all of the DSMs you’ve received, click the filter icon in the Type column and select DSM.

Outbound

Sending a DSM from the WebPT EMR is a lot like sending a fax. After selecting the documents you’d like to send, the referring physicians documented on the patient’s case will automatically be selected as recipients if they have a DSM address listed in their profile.

Document a Physician’s DSM Address

To document a physician’s DSM address, a user with the physician admin permission can edit the physician in the WebPT EMR.

If you don’t know the physician’s address, click Lookup Address to search for the physician’s address in the database. Once clicked, the WebPT EMR will use the information entered about the physician to look for their address and automatically fill the field out.

Click Add Physician to save the physician’s profile.

Send a DSM

1. On the patient’s chart, click the checkbox to select the documents you’d like to send.

2. Click Send.
   

3. The Send popup will populate the referring physicians documented on the patient’s case. If the referring physician has a DSM address, they’ll appear in the DSM field. Otherwise, they’ll appear in the Fax field.
   

4. Click Send.

You can find all of the DSMs you’ve sent in the Outbound Communication Log.