Sending a Form in a Secure Message

A form makes completion and submission easier for your recipients. To send a form follow these steps:

  1. Access your Secure-Mail account and click on the green compose button to the top right:
    c1.png

  2. Address your secure message to the intended recipient and include the subject and your message in the body:

    smForms1.png

  3. Click on the 'Forms' dropdown menu, at the right of the 'To | Recipient' field, and select your custom form:

    smForms2.png

  4. You can include one form:

    smForms3.png
    or multiple forms:

    smForms4.png

    Additionally, you can click on the 'Preview' link to see the contents of the attached form:

    smForms5.png

    And, if the form is no longer needed you can remove it from the Secure-Mail message:

    smForms6.png
  5. You can attach regular document(s) and digital files along with the custom form. When done click the blue 'Send' button.

  6. When your recipient (patient) fills in the form and submits it, you will receive their results in a Secure-Mail message as a PDF attachment.

 

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