1 of 2

Page 1

Delegate your work by granting access to your In Basket

If you're going to be out of the office, need to review resident’s messages, have your support staff to help you handle your In Basket messages, you can grant them access to your In Basket.

Delegate work to support staff/Precept resident In Basket

If you want others to be able to see your message and follow up if needed, grant them access to your In Basket by having them attach your In Basket to theirs. For example, you might grant your support staff access so they can handle normal lab results while you focus on abnormal ones. Or, you might have your resident grant access their In Basket so that you can monitor their In basket address any urgent issues.

In your In Basket, click Attach.
In the Attach Other In Baskets window, select the Grant Access tab.
In the User field, enter the names of anyone who should have permission to access your In Basket and click Accept.

	The people you grant access to must attach your In Basket to theirs to view your messages.

	Remove permission to access your In Basket by deleting the user's name on the Grant Access tab of the Attach Other In Baskets window.

Attach someone's In Basket to yours

After a colleague grants you access to her In Basket, you must attach it to your In Basket to view her messages.

Attach.

1. In your In Basket, click 2.

In the Attach Other In Baskets window, on the Attach tab, enter the name of the person whose In Basket you want to access, and then select one of the following:

a. Add - This person's In Basket remains attached until you remove the person's name or she removes your access. For example, use this if you always review a physician's normal results messages.

b. The next to Add, and then select Add Until Logout - This person's In Basket will only be attached until you log out. For example, enter a colleague's name here when she is busy and needs you to cover urgent issues.

3. Click Accept. The other person's In Basket is now attached to yours.

	Remove an attached In Basket from yours by deleting the user's name on the Attach tab of the Attach Other In Baskets window.

To open an attached In Basket, select the Attached In Baskets tab in the lower-left corner of your In Basket.

2 of 2

Page 2

Allow colleagues to cover for you when you're unavailable

Instead of letting your In Basket messages accumulate while you're away from the office, use the Out of Contact activity to ensure that your most urgent messages are followed up on in a timely manner. For example, if one of your patients has abnormal results that need to be reviewed while you are out, another designated clinician can access your In Basket, review the results, and take the appropriate follow-up actions.

To set up this feature:

From In Basket, click Out on the In Basket toolbar.
Use the Out of Contact table to see any of your existing Out of Contact occasions, along with the dates, times, reasons, and delegates for each outage.

	Sort the occasions in the Out of Contact table by clicking a column header. Click the column header again to sort in the opposite order.

To add a new Out of Contact occasion, click New.
Select the reason for your Out of Contact occasion. Optionally, add a comment.
Enter beginning and ending dates and times for your Out of Contact occasion.
Enter delegates to cover for you while you're out. Your In Basket automatically appears under the Attached In Baskets tab for your delegates while you're unavailable.

	Your delegates do not receive any automatic notification that they will be covering for you. Although your In Basket appears in the delegate users' In Baskets as soon as you're out, you should tell your delegate about the outage in person or by sending a Staff message.

7. Click Accept to close the Out of Contact window and save your Out of Contact occasion. To modify an existing Out of Contact occasion, select it and click Edit.

To delete an existing Out of Contact occasion, select it and click Delete. To see updated information in the table after changes have been made, click

Refresh All.