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:
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  2. Address your secure message to the intended recipient and include the subject and your message in the body:
    c2.png

  3. Click on the 'Attach Form(s)' dropdown menu and select your custom form:
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  4. You can include one form:
    c4.pngor multiple forms:
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  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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