Secure Messaging Contact Setup

Brief Overview

To be able to send correspondence through secure messaging to your contacts, you will need to ensure that your contacts have been set up for this. You will need to add the secure messaging details to the contact, you will then see the option to send letters electronically for these contacts. 

Note: You can only send to correspondence to contacts who use the same secure messaging provider that you use. E.g. If you are using Healthlink you can only send secure messages to contacts who also use Healthlink. 

 

The Short Version

  • Add a new contact or edit an existing contact
  • Go to the Secure Messaging tab
  • Select Preferred Method of Messaging
  • Search the directory for this contact
  • Choose the Secure Messaging Output Format
  • Save Contact
  • Send letters electronically through Secure Messaging

 

Instructions

1. Click on Contacts on the left-hand toolbar.

mceclip1.png

2. Search the contact name and click the pencil for the selected contact. Select Add New Contact if you need to add someone new. 

mceclip7.png

 

3. Select the Secure Messaging tab.

mceclip3.png

4. Select Medical Objects, Healthlink, or Argus as the Preferred Methods of Messaging from the dropdown, this ensures that future letters can be sent through secure messaging instead of being sent manually. If Australia Post is selected, you will not have the option to send electronically to this contact.

mceclip4.png

5. Click the plus sign next to the relevant secure messaging provider. 

mceclip5.png

6. This will allow you to search directly from the directory of the secure messaging provider. Once you have found the contact, select Ok to add the details into the contact. 

mceclip6.png

7. Select PDF and RTF in the Secure Messages Output Format field unless the contact you are sending to requests for you to use Plain Text format. 

mceclip9.png

8. After a letter is signed for this contact, in the Letter List you will see a padlock on the paper airplane (send) icon. This padlock indicates that you have set up this contact for secure messaging and the letter will be sent via secure messaging. 

mceclip8.png

 

Further Reading

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request