In Basket

In Basket is an electronic messaging system used within Epic Applications. Messages are sent and received similarly to email and can be directed to both individual recipients and to groups of recipients. Some messages are automatically generated when certain events occur such as results of a lab test are available or orders are placed that require cosignature.

In Basket Resource Pages

General Resources

eLearnings/Videos

Overview of In Basket for General Staff (GEN630) - (eLearning: 6 min) Understand basic use of In Basket and define In Basket pools.
Overview of In Basket for Providers (MD108) - (eLearning: 7 min) Basic use of the In Basket tool for Providers, including processing results messages and managing clinical tasks with the In Basket.
In Basket Additional Basics (IB901) - (eLearning: 6 min) Additional In Basket basics, including sending staff messages, identifying Pool messages, editing In Basket Pools, attaching In Baskets, and out of office occasions.
In Basket Advanced Techniques (IB902) - (eLearning: 8 min) Advanced In Basket techniques, including running public searches, custom messages searching, turning off auto-advance, reviewing sent messages, and setting up follow-up actions for messages.
In Basket Personalization (POSS007) - (Video: 1.5 min) Learn how to make In Basket work for you with personalization tips including message ordering, columns sorting, and more.
Here's How... Replies and Notes from In Basket (POSS182) - (Video: 1.5 min) Reply to messages and finish incomplete notes without opening the patient's chart.
In Basket: My Lists (POSS006) - (Video: 1.5 min) Learn how to route messages to other members of a team quickly using My Lists in In Basket.
In Basket Management for Clinic Managers (AMB065) - (eLearning: 9 min) Track and ensure clinic staff’s progress on daily tasks.

General Resources

Automatic Purge of Old Messages - (Handout) Old In Basket messages slow the Epic system down. Learn how we are proactively addressing this issue.
Creating Out of Contact Occasions - (Handout) Make sure In Basket work is covered when someone is away by creating an Out of Contact Occasion.
Create Personal Distribution Lists for In Basket Messages - (Handout) Save recipients you frequently route notes, results, or letters to in distribution lists called My Lists.
Email Reminders for In Basket Messages - (Handout) If you would like to receive email reminders notifying you of overdue In Basket messages, you may update your In Basket reminder preferences.
Grant Access to Your In Basket and Attach Other In Baskets - (Handout) Allow other users to view and work with your In Basket messages by granting access and having them attach your In Basket to theirs. This can be a persistent attachment or only while you are out of the office.
In Basket Tools - Basics - (Handout) Learn to save replies and forwards to the chart; use advanced filters; use message follow-ups/flags; set selecting the first message; and edit sticky notes from the In Basket.
In Basket Folder resource - (Handout) Quickly review the definition of In Basket folders, how messages in the folders are generated, and what type of action is required to resolve or satisfy the message.
Search for In Basket Messages - (Handout) Quickly find specific messages in the In Basket by choosing the appropriate search criteria.
Send a Remind Me - (Handout) Patient Reminder messages are used to remind clinicians about topics to discuss with patients or of follow up tasks involving the patient.
Working with Plans from In Basket - (Handout) Treatment Plan details and related messages can be sent directly to a user's In Basket to streamline communications and facilitate access and modifications to the plan.

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