Work on Messaging Tasks

Use the Messaging queue to view phone notes and tasks related to calls, as well as to view and respond to messages from the patient portal. You can work on communication tasks from the Messaging queue, such as phone note tasks, lab follow-up calls, amendment requests, and document tasks.

Click the Messaging tab to view the queue and work on messages and messaging tasks.

Where Do Messaging Tasks Come From?: You can create messaging tasks while creating or editing a phone note, working with a document, or charting an amendment request. Patients and families may send them to your practice with My Kid’s Chart, the patient portal. Clinicians might create them while using Pocket PCC. Physicians can also create order follow-up tasks while reviewing and signing orders.

Filter the Tasks List

By default, the Messaging queue displays all incomplete tasks (including unanswered portal messages). You can filter the list by task, assigned user, task status, or day. If you were a nurse responsible for incomplete nurse tasks, for example, you might filter to certain task types or clinicians. You can click “Save My Defaults” to make your filter settings your new default.

By default, phone notes are only displayed if there is a task to complete. If you wish to review phone messages that have no tasks, select the “No Tasks” Display filter setting.

Filter By Location: If your practice has multiple Care Centers, you can filter the Messaging queue by Care Center Location. For more information, read about the Care Center features in PCC EHR.

Phone Notes and Tasks

Double-click on any phone note task to open the patient’s chart and view the related phone note and all associated tasks.


The cursor will jump directly to the note field for the task you selected, so you may begin typing details about the task immediately. You can take notes and click the “Task Completed” check box.

You can change the task assignee to a different PCC EHR user, if this task should go to someone else.

If something more needs to be done regarding the phone note, you can send another task to any user by clicking on the “Add Task” button.

If you need to add notes to the phone note, you can do so in the Phone Note field, above the task(s). Your name will be added in brackets when the note is viewed from the patient’s Visit History.

Portal Messages and Tasks

Double-click on a portal message task to open the patient’s chart and view the message and any associated tasks.


You can respond to a portal message by typing your note in the Reply field and clicking “Send”. The message will be sent back to the patient portal, where the portal user will see it.

You can also add a task for someone else in your office, if needed. Tasks attached to portal messages work the same way as phone note tasks.

FYI Only?: If you don’t need to reply to a portal message, you can simply click “No Reply” and the message will be removed from your incomplete tasks list.

Orders Follow-up Tasks

If a physician creates a task on an order in the Sign Orders window, the nurse or other clinician will find it on the Messaging queue along with phone notes and other messages. They can double-click to open up the follow-up task.


Just like phone notes, an Orders Follow-up note is a customizable ribbon. By default, it contains the lab test results and all the information needed to call the patient or family, discuss the results, or perform other actions related to the order.

Order Follow-up notes also appear in the patient’s Visit History, for later review.

Amendment Requests

When an amendment request, is made, the doctor or other assigned clinician will be able to accept or deny the request from their Messaging queue.


When the user selects an amendment request task, the patient’s chart will open to the visit chart note that is in question, and scroll directly to the amendment request.

You can add a Decision Note and accept, deny, or cancel the request.

The history of the request will remain on the chart note. Amendment requests can be reviewed in the Visit History section of the patient’s chart.

Document Tasks

Double-click on any document task to open the document and view all associated tasks.


Beneath the task(s), you will see contact information to help complete many tasks. For example, if you needed to call back a patient’s mom about a document, the contact information and communication preference would be right there.

  • Last modified: August 3, 2017