Carla,
That is a neat idea. I think I will play around with it. Our current PM program has a large window called "Notes" that we can automatically stamp the date and time and user and write any free text. Since I have been moving away from the PM program as much as possible, I must admit I have missed that feature. This idea may well solve that and eliminate a whole lot of clutter under the "Encounters" section. Now saved messages would be only those relevant to an encounter or a phone message.
I can then send "Everyone" a templated message such as "SEE NOTES" and then have the Word Document imported with what I want done, such as calling the patient to remind them they missed their annual exam. Then whoever is working on it can make their work visible to everyone else, as well as to me. Staffers can then see that the message has already been "picked up" by someone else and delete their message from their inbox. The last person to accomplish the task can then send me a message saying it has been done. I like it.
Leslie