Portals

This enhancement to the Patient, Provider and UM Portals updates the User Messages worklists to better manage large volumes of messages.

Changes include limiting the number of messages returned by queries, displaying 100 messages for Admin users and unlimited paging of 25 messages per page for non-admin user messages.  Closing or re-opening a message now handles both the original message and all replies in the message thread.  A daily cleanup job now auto-closes messages based on the message last updated date.

Previously, the Patient, UM and Provider Portals had no ability to automatically archive old User Messages on users’ Inbox or Sent worklists. All messages, including "closed" items in the Archive worklist would be retrieved, increasingly affecting portal performance over time, and resulting in database timeout or out of memory exception errors.

With this change, User Messages in the Patient, UM and Provider Admin Portals will have consistent user interfaces and behaviors, including:

Inbox Tab:

·         Includes all open messages sent to the currently logged in user or sent to a group to which the logged in user belongs.

·         The "Name" column will contain the name of the person or group that the message is sent "From."

·         A "CLOSE" link beside each message will change the message to Closed, remove it from the Inbox and add it to the Closed tab.

Closed Tab:

·         Includes all inbound or outbound messages that have been closed.

·         The “Name” field will be the “From” person if the original message came from the Inbox tab or the “To” person if the original message came from the Sent Tab.

·         A "RE-OPEN" link beside each message will change the message status to Open, remove it from the Closed tab and add it to the Inbox tab.

Sent Tab:

·         Includes all messages sent by the current user or any user in the same user groups.

·         The "Name" column will contain the name of the person or group that the message is sent "To."

·         A "CLOSE" link beside each message will change the message status to Closed, remove it from the Sent tab and add it to the Closed tab.

New query rules for Search:

·         By default, queries return only the most recent messages, up to 90 days old (configurable via PortalMessageQueryDateRange) for selected tab.

·         Queries display the first 100 rows.  When there are more than 100 rows, a message displays at the bottom: There more than 100 rows available for display. Please narrow search.

·         Changing tabs conducts a new query for that tab.

·         The search panel allows users to further refine the query of Received, Sent, or Closed messages based on the selected tab by message type and date range.

·         Search quick links auto-populate the FROM and TO date fields, from the current date.

·         Searching will return results for any text for the "To", "From" or "Subject" that contains the search text.

·         To search for a specific known Message ID, type messageid:x (where x is the value of the Message ID) into the search field. Only one Message ID can be searched for at a time. For example, messageid:84001.

Other:

·         When closing or re-opening a message, the original message and all replies in the message thread (created before the selected message being closed or reopened) will be closed or re-opened.

·         The messages grid is not sortable and will default to the most recent messages first.

·         Each row on the message grid will have a "FORWARD" link on the far right.

Close Link and Auto Close:

·         The WebTeam can click a message’s CLOSE link to change the message to Closed, remove from the Inbox or Sent tab and add to the Closed tab.

·         Messages can automatically be set to Closed after a period of inactivity (configurable via AutoCloseMessagesDays)—moving them from the active Inbox or Sent Tab to the Closed Tab.

Portal User Message Tab:

·         When a user’s inbox has more than 25 rows, paging will display a maximum of 25 messages per page.

Configuration Instructions

System Administrators must complete the following actions to enable this feature:

Changes to RIS System Configuration Settings

·         Configure PortalMessageQueryDateRange for your site.  Note that setting this value to null (blank) disables this feature.

·         Optionally, adjust AutoCloseMessagesDays for your site.

The following related settings were added or updated: