Refer & Share Secure Messaging

The Refer & Share feature lets you invite other practices to use the Updox Secure Messaging application. This application is free to the other practice and there is no additional cost to you. Secure messaging is just like the name implies; it

enables you to quickly and easily exchange healthcare information that is wrapped in a layer of security (encryption).

Secure messaging is similar but different from Direct messaging:

•Both are secure ways to transmit messages.

•Secure messaging is completely within the Updox network (meaning both the sender and receiver have Updox).

•Direct messaging has an added benefit that enables you to also exchange with practices not using Updox and, as such, requires additional security precautions like identity verification of both the sender and receiver. Additionally,  digital certificates are exchanged behind the scenes on your behalf. 

•Secure messaging doesn't require identity verification since you already know the practice you're inviting to participate.

•The Meaningful Use Incentive Program does require that you use Direct messaging when transmitting a Transition in Care summary (CCD*) to another practice for patient referrals or transitions in order to count in the MU Measure.

Invitation Workflow

1.Use the Refer & Share feature to invite a practice. You'll need either their email address or fax number.

2.The practice receives an email or fax inviting them to use Updox Secure Messaging.

3.To accept, the practice either clicks on the link in the email or if the invitation was by fax, they would enter the specified URL in their web browser.

4.The practice will complete a short registration process to set up their account.

5.The registering user receives an email with their user ID and temporary password.

6.The user then signs into Updox and changes their password.

7.They are now ready to send and receive messages.

*CCD - Continuity of Care Document