Message Center

Page Description

Use the Copia Message Center to send messages to current signed-in users. The number of unread messages is always listed next to the link. A mail icon can be found next to the unread message counter if at least one message is unread. Sent messages are always sent to users. If a message's recipients include locations, practices, and/or groups, the message goes to users associated with said locations/practices/groups.

For more help, click one of the following links:

Accessing this Page

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Using the Copia Message Center
  1. Select the Received Messages option to view messages that have been received in the current user's Copia system. The record table displays a link to the message, who sent the message, the date/time the message was received in the format MM/DD/YYYY HH:MM:SS AM/PM, a reply option, and a delete option. The table displays up to 10 received messages, unless otherwise specified in the Show ___ entries field. The default value is 10. To change the amount of displayed messages, enter a new value into the field. The record table will automatically update. To navigate to the next page of messages, click the right or left arrow buttons accordingly.
  2. Enter text into the Message Text field to filter the received messages inbox by a message's body text. The record table automatically updates. If there are no matches, a "No matching records found" message will be displayed.
  3. Enter text in the form of a name into the From field to filter the received message inbox by who a message was sent from. The record table automatically updates. If there are no matches, a "No matching records found" message will be displayed.
  4. Select the Show deleted checkbox to have the Message Center record table display messages that have been deleted and undeleted from the received messages inbox.
  5. Select the Show unread only checkbox to have the Message Center record table only display messages that have not been opened.
  6. Select the Requires response checkbox to have the Message Center record table only display messages that require a response after they have been opened.
  7. Enter a start and end date/time into the Start and End date range fields to specify a date range to filter messages in the format MM/DD/YYYY HH:MM AM/PM. Manually enter values into the fields, or click the Now button to enter the current date/time into the fields. Click the Clear button to remove all values from the fields. Click the calendar icon between the date/time to manually select values to be entered into the fields.
  8. Select the Sent Messages option to view messages that have been sent from the current user's Copia system. The record table displays a link to the message, who the message was sent to, and the date/time the message was sent in the format MM/DD/YYYY HH:MM:SS AM/PM. The record table displays up to 10 sent messages, unless otherwise specified in the Show ___ entries field. The default value is 10. To change the amount of displayed messages, enter a new value into the field. The record table will automatically update. To navigate to the next page of messages, click the right or left arrow buttons accordingly.
  9. Click the Message Groups button to open the Message Groups pop-up. Enter a group name into the Group Name field to filter the record table by a specific message group. Enter a group owner name into the Group Owner field to filter the record table by a specific group owner. If there are no matches, a "No matching records found" message appears. Select the Show active only checkbox to have the record table only display active message groups in the Copia system. Select the Only show my groups checkbox to have the record table only display message groups associated with the current signed-in user's Copia account.
  10. Click the Add button on the Message Groups pop-up to create a new message group on the New Message Group pop-up. Enter the group name into the Group name field. This field is required. The Group owner field will be automatically populated with the user's name that is signed into the Copia system. Select a member type from the Member Type drop-down. Select either "User," "Location," "Practice," or "Role" from the drop-down.
  11. Select the Send to all signed-in users (Group not usable with Sign-in Messages) checkbox to send messages to all users that are signed in at the time the message was sent (includes those across distributed systems). Select the Active checkbox to specify that the message group will be active in the Copia system so that it will display in filter searches.
  12. Enter text into the Users in this Group search field to search for users to be added to the message group that is being created. When added to the group, when a user sends a message to the created group, all members selected during this time will receive the message. When text is entered, the record table automatically updates. Select the checkbox in the Select column to select the user to be in the message group. Click inside the Users in this Group field to display the Show providers only, Show non-providers only, Show phlebotomists only, Show external providers only, and Show active only checkboxes. Selecting these checkboxes configures what is shown in the group's users. Click the Reset button to clear all checkboxes.
  13. Enter text into the Users and Practices search fields in the Group Permissions - Select who can use this group section to filter for specific users and practices to be added to the message group permissions. When text is entered, the record tables automatically update. Select the checkbox in the Select column to select the users and/or practices to be in the message group. Click inside the Users field to display the Show providers only, Show non-providers only, Show phlebotomists only, Show external providers only, and Show active only checkboxes. Selecting these checkboxes configures what is shown in the users' group permissions. Click the Reset button to clear all checkboxes.
  14. Select the System Wide checkbox to specify that the message group will be active throughout the entire Copia system. When this checkbox is selected, the user can no longer use the Users and Practices fields.
  15. Click the Save button on the New Message Group pop-up to save the new message group. The new message group will now appear on the Message Groups pop-up. Click the Close button to close the pop-up without saving any changes. Click the Close button on the Message Groups pop-up to return to the Message Center pop-up. Click the Close button again to close out of the Message Center.

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Composing New Messages in the Message Center
  1. Click the Compose button to create and compose a new Message Center message. The message content will appear on the right side of the Message Center pop-up.
  2. In the Message Recipients section, click inside the Users, Locations, Practices, and/or Groups to search for and select who will be receiving the message that is being composed. Click inside the Users field and select the user to be in the message group, or select the Show providers only, Show non-providers only, Show phlebotomists only, Show external providers only, and/or Show active only checkboxes. Selecting these checkboxes configures what is shown in the group's users. Click inside the Locations, Practices, and and/or Groups fields and select an option, followed by clicking the Update Selected button to add the selection into the field. Click the Clear Selected button to clear the selections. Click the Cancel button to cancel the selection without making any changes. The method is the same for the Locations, Practices, and and/or Groups fields.
  3. In the Message Content section, enter text into the available field. This is where the message text is composed. Note that there is a limit of 500 characters per message. The Characters value counter located above the field will total the number of characters used as the user types the message.
  4. Select the Send as Message checkbox to send the message as a regular message within the Copia system. This means that the message will only go to users within the Copia system.
  5. Select the Send as Email checkbox to send the message as an email. This means that the message will be able to be received by an external user with an active email address.
  6. Select the Requires response checkbox to note that the message must have a response. This means that when a user opens the message, it is required that they reply to the message.
  7. Click the Send button to send the message. Click the Close button on the Message Center pop-up to close out of the Message Center.

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