Create and Send Secure Documents

Send referral letters, medical certificates, health assessments or other medical documents securely to other clinicians using Secure Message Delivery (SMD).

Before you begin

Secure Message Delivery (SMD) is the government standard for sending medical documents and messages securely.

About this task

Helix uses HealthLink as its SMD vendor and can only send and receive documents using secure messaging with sites registered with HealthLink.

Create and send the documents to HCPs or clinician from the Send Document panel in the Letter Writer section.

Procedure

To create and send the document:
  1. In a patient's consult, click Letter Writer buttonLetter Writer.
    Tip:
    If you cannot see the Letter Writer, click More iconMore and select the Letter Writer buttonLetter Writer section.
  2. From the Favourites list, select the letter you want to write.
    If the letter is not available in the Favourites list, in the Letter search iconSearch field, start typing the name of letter you want and select it from the list. For more information, see Supplied Templates.
    List of letters
  3. In the selected letter template, update the required details for the patient.
  4. To customise the clinical information included, expand Clinical summaries and select the sections you want to include in the letter, such as current medications, conditions, immunisations, patient demographics and so on. For more information about other clinical summaries, see Letter Writer.
  5. Click Save and Send. You are redirected to the Send Document panel.
    For more information about other actions in the letter writer, see Actions in Letters.
  6. To send the letter to a specialist, in the Send Document panel, select Send to clinician or provider > Secure Message Delivery.
    Send Document - Window
  7. To add a recipient:
    1. In the To field, click Directory Lookup iconDirectory lookup.
    2. In the Directory lookup window, search by the HCP's given name, specialty, location, organisation name or service type.
      Directory Lookup _ Records
    3. From the Records found list, select the required recipient or hover your mouse over the required recipient in the Actions column and click Send iconSelect.
      The selected recipient is automatically added to the To field.
      Note:
      If a potential recipient is not a HealthLink participant, an Information - iconInformation icon is displayed in the Actions column and you cannot select them.
    4. To send the referral letter to multiple recipients, repeat the steps for each additional recipient.
    5. To add additional addressees in the CC field, repeat the steps if required.
  8. In the Message Content section, add details:
    1. In the Subject field, edit the default subject line if required.
    2. In the Body field, enter your messages.
  9. To send a document securely, click Send.

Results

The SMD document is added to the Actions section along with its status.
Specialist Referral -Print Example

What to do next

In the Actions section, if required:
  • To print a copy of the document, click Print iconPrint.
  • To reprint the document, hover your mouse over the printed document and click Reprint iconReprint.
  • To delete the document, hover your mouse over the required document and click Delete IconDelete.
When the consultation is complete:
  • To view the sent documents, select Patient Timeline iconPatient Timeline > Specialist iconSpecialist section. The selected document is displayed in the Preview window. For more information about controlling the documents, see Document Controls.
    Results Patient timeline
  • The document is also displayed in Message Centre > Outbox section. For more information, see Outbox.
    Outbox- Example