You can send a secure message regarding a specified patient through Updox to another health care professional with an Updox DIRECT email address.
Note: Accessing a patient's health exchange requires the "Patient Health Exchange, Open" security right.
To send a DIRECT message
With a patient selected in Family File, Chart, or Ledger, do one of the following:
Click
the Patient Health Exchange button
on the toolbar.
On the File menu, click Patient Health Exchange.
If applicable, do one of the following:
If the Patient Health Exchange, Open dialog box appears, user verification has been assigned to the "Patient Health Exchange, Open" task. Do one of the following:
If your user account has been granted the "Patient Health Exchange, Open" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patient Health Exchange, Open" security right, have a user with permission temporarily override this restriction so you can access a patient's health exchange this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patient Health Exchange, Open" security right. To have a user with permission temporarily override this restriction so you can access a patient's health exchange this one time, do the following:
On the message, click Yes.
In the Patient Health Exchange, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Patient Health Exchange dialog box appears.
Select the DIRECT Send tab.
Note: To send a DIRECT message, a valid Updox DIRECT email address must be associated with your user account.
Set up the following options:
To - In the box, enter the Updox DIRECT email address of the recipient.
Related Referral - If you are attaching a transition of care summary, a related referral is required. To select an outbound referral to associate with the message, do the following:
Click the Related
Referral search button 
.
Note: Accessing a patient's referrals requires the "Patient Referral, Open" security right.
The Select Referral Acts dialog box appears.
If the correct referral does not appear in the list, to add a referral, click New. The Patient Referrals dialog box appears so you can manage the patient's referrals. When you are finished adding a referral, return to the Select Referral Acts dialog box.
In the list, select the correct referral.
Click OK.
Subject - In the box, enter the subject of the email message.
Message - In the box, enter the message.
Attach Transition of Care Summary (C-CDA) - To attach a transition of care summary for the patient as a C-CDA file, select this checkbox.
Click Send.
On the message that appears when the message is sent, click OK.
If a transition of care summary was attached to the message, an entry for the sent message now appears in the History list.
To view the contents of a message attachment, select an entry in the History list, and then click View. The C-CDA Document dialog box appears. When you are finished viewing the document, close the dialog box.
You can specify which sections are visible and in what order they appear. Do the following:
Click the View
Settings icon 
.
The C-CDA Document - View Settings dialog box appears.
To
hide a section, select it in the Selected
list, and then click the Move to Left
button 
.
To
show a section that you have hidden previously, select it in the Available list, and then click the
Move to Right button 
.
To
change the display order of the sections on documents, select a section in
the Selected list, and then click
the Move Up button 
or Move
Down button 
as needed to move the section to
the desired position. Repeat this as needed to move other sections.
Click Save.
Note: The specified view settings are saved for all C-CDA documents that you view from now on.