# Set up messaging between axiUm users and patients

Setting up messaging between axiUm users and patients involves three stages:

1. Enabling patients to send messages to axiUm users.
2. Enabling axiUm users to send messages to a patient.
3. Setting up assigned providers, patient managers, and faculty.

Note: After setting up messages for users and patients, you can define the assigned user types that patients may send messages to. For more information, see Define recipient types for patient recipient lists.

Enable patients to send messages to axiUm users

To enable patients to send messages to axiUm users:

1. In the Rolodex module, go to a patient's Patient Info card, and from the Personal tab, click the button to display the PatientAccess Info. window.
2. Check the Can send messages check box.
3. Click the Save button.

What's next?

To continue the setup for patient messaging, see Set up messaging between axiUm users and patients.

Enable axiUm users to send messages to a patient

To enable axiUm users to send messages to patients:

1. In the Maintenance module, select the Office tab.
2. Select the Users icon.
3. In the Users List window, select a provider.
4. From the Users window, select the Additional tab.
5. Click the Save button.

A message appears prompting you to update all users of this level.

1. Click Yes to allow all users of this level to send messages to patients.

What's next?

To continue the setup for patient messaging, see Set up messaging between axiUm users and patients.

Set up assigned users

When composing messages, patients choose from a defined list of recipients: providers, patient managers, and faculty. To define this list of recipients, you must assign providers, patient managers, and faculty to a patient in axiUm.

Assign providers

To assign providers:

1. In the Rolodex module, select a patient.
2. Click Edit Patient.
3. In the Assignment area, click the Providers button.
4. In the Provider Assignments window, click the Provider ellipsis.
5. Select a provider.
6. Click the End Date drop-down arrow, and select a date on the calendar.
7. Click Add a new Record to assign the provider to the patient assignment list.

What's next?

After setting up messages for users and patients, you can define the assigned user types that patients may send messages to. For more information, see Define recipient types for patient recipient lists.

Assign patient managers to a patient

To assign patient managers to a patient:

1. In the Rolodex module, select a patient.
2. Click Edit Patient.
3. In the Assignment area, click the Managers button.
4. From the Manager Assignments window, click the User ellipsis, and select a patient manager.
5. Click Add a new Record to assign the patient manager to the patient assignment list.

What's next?

After setting up messages for users and patients, you can define the assigned user types that patients may send messages to. For more information, see Define recipient types for patient recipient lists.

Assign a patient to faculty

To assign a patient to faculty:

1. In the Rolodex module, select a patient.
2. Click Edit Patient.
3. In the Assignment area, click the Faculty button.
4. From the Faculty Assignments window, click the Faculty User (ellipsis), and then select a faculty member.
5. Click Add a new Record to assign the faculty member to the patient assignment list.

What's next?

After setting up messages for users and patients, you can define the assigned user types that patients may send messages to. For more information, see Define recipient types for patient recipient lists.