Configuring the Epic End User Practice Test

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How do you configure messaging for clinicians?

Disable in-basket messages

Set up in-basket messages, templates, and routings to the appropriate clinician or team

Setting up messaging for clinicians centers on configuring the in-basket inbox, templates, and routing so that every message lands with the right clinician or team. This approach makes communication timely, consistent, and traceable within the patient record. Templates standardize common messages, ensuring essential information is included and reducing the need to draft from scratch each time. Routing rules automatically send messages to the appropriate clinician or team based on patient context, service line, or workflow stage, which minimizes manual forwarding and the risk of misrouting. Relying on external email alone misses the integrated workflow, audit trails, and direct linkage to the chart, making it harder to track responses and ensure accountability. Creating messages manually for each patient is inefficient and error-prone, leading to delays and inconsistent communication. By combining in-basket messages with standardized templates and clear routings, the system supports efficient, reliable clinician communication within the clinical workflow.

Route messages only via external email

Create messages manually per patient

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