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 configured to send via Secure Messaging. You will need to add their recipient details to the Contact via searching the Secure Messaging directories, and you will then have the option to send letters electronically to your Contact.

Note: You can only send 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, though you may still import their details from the Healthlink database if you would like.

 

The Short Version

  • Add a new Contact or edit an existing Contact.
  • Search the Secure Messaging directories for the Contact.
  • Click Save.
  • Send letters electronically through Secure Messaging

Instructions

1. Click on Contacts on the side-bar.

Contacts_sidebar.png

 

2. Search for the Contact and click on the Edit button beside the Contact, or click Add New Contact.
Search_and_Edit.png

 

3. Select a Secure Messaging provider from the Select Provider drop-down or select All to search the combined databases of all providers.
Select_Provider.png

 

4. Type the provider's first or last name or location into the Search field. 
Search_for_Provider.png

5. If a match is found, select the provider from the drop-down list. 

6. Their secure messaging address information will then be automatically populated from the selected database/s against the Work Location for the provider. 

7. Fill in any empty fields with information for the provider. 

8. Ensure that the provider's correct Preferred Method of Communication is selected from the drop-down menu.

i) If you have a subscription to Medical ObjectsArgus, or Healthlink, and have chosen to import the provider's details from their database, then the Preferred Method of Communication will automatically be set to that provider. The format for sending will also automatically be set to those compatible with the receiving platform (PDFPlain Text, or RTF). 

ii) If you do not have a subscription to Medical ObjectsArgus, or Healthlink, but you have used their database to import the provider's contact details, then their Preferred Method of Communication will automatically be set to Post - Letter. This is to avoid errors at the time of sending the letter.

Preferred_method.png


9. Click Save.
Save.png

 

10. You will now be able to send letters via Secure Messaging to this contact.

 

Further Reading

 

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