Articles on: Notes

How do I send a note via Direct Message?

Sending a client note via Direct Message adds an extra layer of security, as an access code is required to open it. To send a note in this way, follow the steps below...

Go to the Notes tab of the Patient Summary and open the note you would like to send.

Click on the Direct Message icon at the bottom of the screen:

Select a recipient:

You will need both an email address and mobile number for the intended recipient, and also text credits. This is because the recipient will receive the link to the note via email, and will then require an access code sent via SMS to open it.

Enter some message text, choose an expiry time frame and click Send:

The recipient will receive a link via email to view the note in the portal. When they click on the link in the email, they will receive a text message containing a numerical access code. The recipient will have to enter this code in the portal to access the note.

Once the recipient has gained access, they will be able to view the message and the note below it in the portal:

Recipients can download the note using the 'Download attachment' button at the bottom of the page.

Updated on: 09/11/2023

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