To achieve security, recipients with unsecure email will see a templated message in their inbox that includes a link to “View Secure Message.” Clicking the link will take them to a secure server to view the protected information.
Templates will be created for you during your iCoreExchange set up. You can edit them to better meet your needs.
Create a Secure Provider Email Template
1. Select Settings.
2. Select Provider Mail Message from the left-menu.
3. Check Enable to activate this template.
4. Enter Custom Template Information in fields provided.
- Provider Subject: HIPAA Compliant Message from “Provider Name”.
- Provider From Address Name: Always leave blank. Message will be rejected if there is info in this field.
- Provider Mail Header: Preset for you but, Customizable to meet your needs.
- Provider Mail Footer: Preset for you but, Customizable to meet your needs.
5. Select Save.
6. Select Preview Provider Mail.
Create a Secure Patient Email Template
1. Select Settings.
2. Select Patient Mail Message from the left-menu.
3. Check the Enable to activate this template.
4. Enter Custom Template Information in fields provided.
- Patient Subject: Secure Message from “Provider Name”.
- Patient From Address Name: Always leave blank. Message will be rejected if there is info in this field.
- Patient Mail Header: Preset for you but, Customizable to meet your needs.
- Patient Mail Footer: Preset for you but, Customizable to meet your needs.
5. Select Save.
6. Select Preview Patient Mail.
| Quick Tip: |
|---|
| Recipient’s with non-compliant email will see your Custom Template. Be sure to Preview your template and make changes as needed. |
