1. Lo g into the Workbench as a user with the  Configuration Manager  role.

2. Go to the  Configuration Application   page ( Setup  >  Configuration Application ) and select the  Feature Control  tab.  In the activity pane, select   Configure Messaging .  

3. Select  Edit Mode   to make edits to the fields described in the following steps.

4. To the right of the   Messaging box, ensure that the   Enable   checkbox is selected.

5. Once the   Configure Messaging section is expanded, select from the current settings:

1. • Allow patient to send messages -  allows messaging functionality for members. Once selected, you must choose at least one of the following message types:
     • Medical Question - allows members to send a message specifically labeled as a "medical question".
     • General Question - allows members to send a message specifically labeled as a "general question".
     • Billing Question - allows members to send a message specifically labeled as a "billing question".
   • Allow patient to send replies - allows members to reply back to a message sent by a provider.
2. After you have finished, select   Submit   at the bottom of the page to save your changes. 

To tie a message flow to a clinical group, complete the following steps:

1. Log into the Workbench as a user with the   Provider Manager   role.

2. Go to the   Setup   tab.

3. In the activity pane, choose   Clinical Groups .

4. On the   Clinical Groups   page, select the group that is using the flow. This displays the   Clinical Group Details   page for the group.

5. On the   Group Details   page, near the bottom of the page, select   Create message flow . This displays the   Create Flow  page.

6. On the   Create Flow   page:

   1. In the   Message Type   list, choose the type of message that the flow uses (or   All   for all of them).

   2. In the   Delivery Interface   list, choose the delivery interface that Personal Community uses to provide the message to the external system. To handle messages using mechanisms entirely within Personal Community, select   Workbench Task . To handle messages externally, select the name of the delivery interface to use. Choosing an interface may display additional options.

   3. Select the   Active   check box for the flow to operate with the clinical group.

   4. Complete any other choices that the page displays because of the selected delivery interface. For example, if you are setting up a Workbench task, the page displays the   Workflow Group   list; from that list, select the workflow group that is associated with the message flow.

   5. Choose   Save   to create the flow and save the settings for it.

If you have configured this flow for messaging with the Workbench, log in to the Workbench as a user with the   Task Processing   role; go to the   Tasks   tab; and   assign agents to the workflow group

Patients can now communicate with the provider for the supported message types.

To implement a search filter that will exclude certain providers from being available to members for messaging:

1. Create a new class that extends   HSPortal.Messaging.Settings.FilterInterface .

2. Implement the   ShouldExcludeRecipientFromResults()   method. This method loops through all available providers and must return   1   for each recipient you want to exclude and   0   for each recipient you want to include.

   The filtering criteria include:

   • AcceptsAttachments   - Boolean flag.

   • ClinicalGroupAddress   - Address object of type   HSPortal.API.Datagram.Providers.Address .

   • ClinicalGroupRecipientID   - ID of the   Recipient   object for the clinical group.

   • ClinicalGroupID   - ID of the   ClinicalGroup   object.

   • ClinicalGroupName   - Name of the clinical group.

   • RecipientID   - ID of the   Recipient   object for the provider at the clinical group.

   • ProviderID   - ID of the   Provider   object.

   • ProviderTitle   - Title of the provider.

   • ProviderSuffix   - Suffix for the provider.

   • FirstName   - First name of the provider.

   • LastName   - Last name of the provider.

   • Specialties   - List of specialty names.

   • Favorite   - Boolean flag to indicate if the provider is a favorite of the member doing the search.

   For example, if you wanted to exclude from a messaging search all providers from the “Physicians Group, Inc.” clinical group, the filtering code in your implementation of the method might look like this:

   Set pStatus = $$$OK
   Set tExclude = 0
       
   If (pRecipient.ClinicalGroupName = "Physicians Group, Inc.") {
           Set tExclude = 1
           }
           
   Quit tExclude
   

   IMPORTANT

   If you need to perform an expensive call to retrieve member-specific information, such as retrieving the providers in the member’s care team, you can use the   InitializeRecipientFilter()   method once in the initialization method. Then, you can add the relevant set of recipients to a local property so that each call to   ShouldExcludeRecipientFromResults()   can simply look up the provider locally. If you use the method, your code must call   ##super() ; see the class documentation for   InitializeRecipientFilter() .

3. Compile your class.

After creating your search filter, you must change a configuration setting in the Workbench to enable it.

To enable provider search filtering:

1. Log in to the Workbench as a user with the   Configuration Manager   role.

2. Go to the   Site Configuration Settings   page ( Setup   >   Site Configuration ).

3. Change the value of the   Provider search filter class   setting to the name of your custom class.

4. Select   Apply .