Send Rx instruction information to Patients

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 Health Number (for patients.)

  

Method 1:

Step 1: Click the compose button at the top right corner of your screen.
cmessage1.png
Step 2: Type the complete name or email address of the patient and select your desired recipient from the list of contacts that show up.
cmessageP1.png
Please note that active patient accounts would have a 'head icon' next to their name to the left.
Step 2b:
Is your desired recipient not on the list?
cmessageP2.png

It simply means they are not present in your recent contacts. Click 'Continueto 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. Select:
cmessInvite.png

  • Patient -Your contact will be added to the Brightsquid Patients directory (under Contacts)
    rSelection.png

Note: Add your patient’s Date of Birth (DOB.) When patients receive a Secure-Mail invite notification, they will need to enter their DOB to create their account. This is a one-time step. Once their account is created, they will login each time using their password.

Step 3: Add a subject line. This is a mandatory step to send the message.
cSubject.png
Step 4: Add the body. If you don’t, you won’t be able to send the message. You can mention the prescriptions along with the dosage in the body or attach a document with the RX instruction.
cBody.png
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 the document with RX instructions 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.
cAttach.png
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 patient 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.
    sButton-MA.png
  • 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.’
    sButton-SA.png

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.
sButton-ED.png

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 Patients to communicate with patients.
cPatientList.png
Step 2: In ‘Global Search’ find your recipient’s contact information by name, email address , etc.
cGlobalPat.png

You can refine this search better by – City, State/ Province, or Health Number in case of patients.

Select your desired recipient from the list.
cPatSugg.png
Click on the Secure-Mail button to compose a message.
cPatSugg2.png
Step 3: Add a subject line. If you don’t, you won’t be able to send the message.
cSubject.png
Step 4: Add the body. If you don’t, you won’t be able to send the message.
cBody.png
You can mention the prescriptions along with the dosage in the body or attach a document with the RX instruction.

Instruct the patients on the steps that they need to follow for the lab work. Example:

  • Print out the lab requisition form.
  • Take an appointment with a lab that is the most convenient to you.
  • Hand over this form at the lab and get your tests done. The lab will directly mail your reports to us.

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 the document with RX instructions 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.
cAttach.png

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 patient 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.
    sButton-MA.png
  • 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.’
    sButton-SA.png

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.
sButton-ED.png

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.

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