Secure Messaging provides the functionality for a configured practice to communicate securely with other configured practices and hospital groups.
For preauthorized users:
- Perform either a Patient Archive or Global Search.
- In the search results, find the intended patient and click the Actions dropdown on the right side of the patient row. Choose New Message to create a new secure message.
- A new message opens; patient information is pre-populated.
- Click in the Type box, then choose a message Type from the dropdown list. Note: A message Type must be selected before Recipients can be added.
- Next, add message recipients in the To field. More on adding message recipients.
- If the message Type has an associated Form, you'll see + Edit Form in the Form field, otherwise you'll see the words No Form. Forms are specific to a practice or hospital. Not all message Types have associated Forms. Click the + Edit Form button. The Secure Message Form window opens. Complete the Form then click OK.
- Optional Step: Click in the "On Behalf Of" box and make a selection from the list.
- Optional Step: If you performed a Patient Archive Search in Step 1: Add Attachments. If you performed a Global Patient Search in Step 1: Add Global Attachments.
- Enter a message Subject.
- Type and/or use Snippets to enter a message in the secure messaging body editor window. More on snippets.
- Click Send or click Save Draft to complete at a later time. Click Cancel to exit without sending or saving the message.