Streamlining Patient Messaging with Cortico in Med Access

Downloading the Cortico Plug-in

To access the patient messaging system in Med Access, download the Cortico Plug-in here: https://help.cortico.ca/help/cortico-oscar-plug-in

Once installed, the plug-in will appear in Med Access whenever you select a patient on the scheduling page.

Where to Find the Cortico Plug-in:

The Cortico logo appears at the bottom right of the screen in Med Access. You can access it from any of these tabs:

• Demographics

• Visits

• Tasks

• Bills

• Allergies

• Medications

• Patient Profile

• Labs

• Investigations

• Consultations

• Immunizations

• Appointments

Signing In

When you first open the plug-in, you will need to sign in with:

• Your Cortico clinic name

• Username

• Password

After signing in, clicking the Cortico logo will automatically open a new message for the patient selected on the scheduling page

Sending Messages

• To Field: Use the drop-down menu beside the “To” field to select whether the message is sent via email or SMS. The options depend on what contact information the patient has on file.

• Subject Line: You can customize the subject line for emails.

• Attachments: Hover over the + icon to attach documents, e-forms, or files from your desktop (currently in development).

Using Canned Responses:

Canned Responses let you quickly send common messages or templates to patients.

Creating a Canned Response:

1. Click “Add New Reply”

2. Enter a Title (displayed in the Cortico Plug-in)

3. Add a Subject Line (appears in the email)

4. Enter the Message Body (template content)

5. Toggle Clinic-wide if you want the template available to all users in your clinic

Once saved:

• Click a template to auto-populate a message for the patient

• Use the pencil icon to edit an existing template

Email notification from the patient's perspective:

Shortcuts:

There are keyboard shortcuts for Canned Responses to make messaging faster. Learn more here: https://help.cortico.ca/help/cortico-plugin-bindings

With the Cortico plug-in, sending messages is fast, efficient, and integrated directly into Med Access, helping your clinic communicate with patients seamlessly.

*We have no partnership with TELUS, and Cortico is not a TELUS-endorsed integration.