Add Message Recipients

Note: Message Type must be selected before Recipients can be added.

Add Message Recipients Help

- Select Recipients from Groups
- Select Recipients from Favorites
- Select Recipients from Distribution Lists
- Search External for Recipients
- Enter Recipient Direct Address
- Add Favorite 
- Remove Favorite
- Remove Recipient from Recipient List

Select Recipients from Groups

 Complete the following steps to select recipients from Practice/Group:

  1. From within a secure message, select the Add button (next to the To field). The Select Recipients window opens.
  2. On the Select tab, select Groups.
  3. Select a Practice or Group. Only one practice or group can be selected at a time.
  4. Select a recipient. Only one recipient can be selected at a time.
  5. Select Add Recipient to add the person to the Recipient List.
  6. Repeat Steps 3-5 to add more Practice/Group recipients.
  7. Select OK when done adding recipients. You return to the secure message.

Select Recipients from Favorites

Complete the following steps to select recipients from Favorites:
  1. From within a secure message, select the Add button (next to the To field). The Select Recipients window opens.
  2. On the Select tab, select Favorites.
  3. Select a saved Favorite (press CTRL to select multiple Favorites at one time).
  4. Select Add Recipient to add the person to the Recipient List. 
  5. Repeat Steps 3-4 to add more Favorites to the Recipient List. 
  6. Select OK when done adding recipients. You return to the secure message.

Select Recipients from Distribution Lists

Complete the following steps to select recipients from Distribution Lists:
  1. From within a secure message, select the Add button (next to the To field). The Select Recipients window opens.
  2. On the Select tab, select Distribution Lists.
  3. Select a Distribution List (press CTRL to select multiple Distribution Lists at one time). The Distribution List members are added to the Recipient List.
  4. Select OK when done adding recipients. You return to the secure message.

Search External for Recipients

Complete the following steps to Search External for a Direct address. First, search for the recipients' NPI. Then, select the provider/NPI to launch the background search for your recipient's Direct address.

  1. From within a secure message, select the Add button (next to the To field). The Select Recipients window opens.
  2. On the Search External tab, enter search criteria.
  3. Select Search. The system displays the search results.
  4. Select one provider/NPI from the results.
  5. Select OK to launch the Direct Trust Search for the recipient's Direct address.
  6. Select one or more of the results.
  7. Select Add Recipient.
  8. If you want to perform a new search, select New Search.
  9. Select OK when done adding recipients. You return to the secure message.

Enter Recipient Direct Address

Complete the following steps to add a recipient by entering their Direct Address:

  1. From within a secure message, select the Add button (next to the To field). The Select Recipients window opens.
  2. On the Direct Address tab, enter the recipient's Direct Address.
  3. Select Add Recipient to add the person to the Recipient List. 
  4. Repeat Steps 2-3 to add more Direct Recipients.
  5. Select OK when done adding recipients. You return to the secure message.

Add Favorite

Complete the following steps to add a Favorite to the saved Favorites list:

  1. From within a secure message, select the Add button (next to the To field). The Select Recipients window opens.
  2. Select the heart icon  next to the recipient in the secure message's Recipient List to add them to saved Favorites.
  3. If you want to see saved Favorites, on the Select tab, select Favorites.
  4. Select OK when done. You return to the secure message.

Remove Favorite

Complete the following steps to remove a Favorite from the saved Favorites list:

  1. From within a secure message, select the Add button (next to the To field). The Select Recipients window opens.
  2. On the Select tab, select Favorites.
  3. Select the Favorites to remove.
  4. Select Remove Favorites. The Favorites are removed.
  5. Select OK when done. You return to the secure message.

Remove Recipient from Recipient List 

Complete the following steps to remove a Recipient from a secure message's Recipient List:

  1. From within a secure message, select the Add button (next to the To field). The Select Recipients window opens.
  2. Select the x icon  next to the recipient in the secure message's Recipient List to remove the recipient.
  3. Select OK when done. You return to the secure message.  
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