Send Referral Information to Specialist

You can send referral information to a specialist literally at the click of a button all the while ensuring that the data is exchanged in a secure, convenient, quick and cost-effective manner!

It takes literally the same time as you would take to draft an email! Let’s see how!!

When to use -

Method 1: In any situation.

Method 2: Only if your recipient is already in the system OR you want to refine search by - contact name, city, state/ province or speciality.

Method 1:

Step 1: Click the compose button at the top right corner of your screen.

Step 2: Type the complete name or email address of the specialist and select your desired recipient from the list of contacts that show up.

Step 2b: Is your desired specialist not on the list?

It simply means they are not present in your recent contacts. Click 'Continue' to search from the entire directory of Secure-Mail users.

You still don’t see your contact? Not to worry!

Click on 'Invite User'.

You will be asked to select your relationship with the recipient. If you select:

• Colleague at another practice -Your contact will be added to the Brightsquid Directory (under Contacts). As an extra measure, Secure-Mail wants to ensure your invitation is intended for a professional colleague. Please verify that the email entered is to invite a colleague and then click the check-box to verify.

Step 3: Add a subject line. This is a mandatory step to send the message.

Step 4: Add the body. If you don’t, you won’t be able to send the message.

Write the specifics of the referral in the body of the message to give the specialist a context.

Guess what! Like traditional email you can better structure your message by:

• Making your text Bold, Underlined or Italic by clicking on ‘B’, ‘U’ and ‘’
• Using bullets and numbering
• Selecting different Headings
• Selecting different sizes of font (small, normal, large, huge)

Step 5: Attach files containing referral information by clicking on Browse, selecting one or more files from the desired folder and clicking ok to attach them to your message. Or drag and drop multiple files simultaneously from any folder in your network into the attachment box. The attachment can be any type of file – pdfs, word doc, png, jpeg, gifs, mp3, mp4, xls, ppt etc. but not an executable file like ‘.exe.’ You can add as many attachments as needed. In any case, the size of each attachment cannot exceed 500 MB.

The file type is restricted for free users.

Step 6: If you are a member of your clinic’s shared inbox, you will have two sending options.

• Send from my account: Every clinician and staff members will have access to their own account. If you want to initiate a private communication with the recipient such that the communication doesn’t reflect in the shared folder for every Secure-Mail user in the clinic to see, you need to send the message from Your Account. This is the only way the recipient will be able to send a private secure message to you as opposed to being viewed in the shared folder, accessible to the whole team.
  
• Send from shared account: If you are member of shared account in your clinic, you will see an additional radio button that says, ‘Send from Shared Inbox’.
  
  

Replies will come to the shared inbox which can be seen by everyone in the clinic who has access.

Optional Step: There is a default notification message that goes out to your recipient’s primary e-mail with every Secure-Mail message you send to them.

Click 'Edit' (above the send button) if you want to edit this notification message.

Ensure to not include any PHI (personal health information) here as it is not protected.

Method 2:

Step 1: Under Contacts, click Directory to communicate with other clinics or clinicians.

Step 2: In ‘Global Search’ find your recipient’s contact information by name, email address or practice name.

You can refine this search better by – City, State/ Province or Speciality.
Select your desired recipient from the list.

Click on the Secure-Mail button to compose a message.

Step 3: Add a subject line. If you don’t, you won’t be able to send the message.

Step 4: Add the body. If you don’t, you won’t be able to send the message.

Write the specifics of the referral in the body of the message to give the specialist a context.

Guess what! Like traditional email you can better structure your message by:

• Making your text Bold, Underlined or Italic by clicking on ‘B’, ‘U’ and ‘’
• Using bullets and numbering
• Selecting different Headings
• Selecting different sizes of font (small, normal, large, huge)

Step 5: Add attachments by clicking on Browse, selecting one or more files from the desired folder and clicking ok to attach them to your message. Or drag and drop multiple files simultaneously from any folder in your network into the attachment box. The attachment can be any type of file – pdfs, word doc, png, jpeg, gifs, mp3, mp4, xls, ppt etc. but not an executable file like ‘.exe.’ You can add as many attachments as needed. In any case, the size of each attachment cannot exceed 500 MB.

The file type is restricted for free users.

Step 6: If you are a member of your clinic’s shared inbox, you will have two sending options.

• Send from my account: Every clinician and staff members will have access to their own account. If you want to initiate a private communication with the recipient such that the communication doesn’t reflect in the shared folder for every Secure-Mail user in the clinic to see, you need to send the message from Your Account. This is the only way the recipient will be able to send a private secure message to you as opposed to being viewed in the shared folder, accessible to the whole team.
  
• Send from shared account: If you are member of shared account in your clinic, you will see an additional radio button that says, ‘Send from Shared Inbox’.
  
  

Replies will come to the shared inbox which can be seen by everyone in the clinic who has access.

Optional Step: There is a default notification message that goes out to your recipient’s primary e-mail with every Secure-Mail message you send to them.

Click 'Edit' (above the send button) if you want to edit this notification message.

Ensure to not include any PHI (personal health information) here as it is not protected.

Note: If the contact does not appear in the directory (before you refine) then follow Method 1.