Send Educational Material to Patient

You can now send educational material electronically to patients and get rid of the time-consuming & expensive mail, error-prone fax or making the patients travel all the way to pick them up from the clinic.

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 Health Number (for patients.)
 

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 and select your desired recipient from the list of patient contacts that show up.

Step 2b: Is your desired recipient 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. Select:

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

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.

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

Mention the list of the attachments and a brief summary to each of them. This will give the patient a better context (Brightsquid suggestion.)

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 educational material 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 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.
  
• 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 'Community', click 'Patient Directory' to communicate with patients.

Step 2: In the patient ‘Search’ find your recipient’s contact information by name or email address:
(a). Name search:

(b). Email address search:

From your list select the patient you are sending the message to. 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.

Mention the list of the attachments and a brief summary to each of them. This will give the patient a better context (Brightsquid suggestion.)

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 educational material 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 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. 
  
  
• 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.