Setting Up Direct Mail (Secure Messaging)

Direct Mail enables you to send patient data to a receiving provider during a transition of care. Additionally, while you use IntraMail to securely send messages to providers, staff, and patients within your practice, use Direct Mail to securely send messages to and receive messages from providers outside of your practice.

Direct Mail messages look like email messages, and patient records look like email attachments. The closed architecture of the system makes it secure and HIPAA compliant.

Before you can use Direct Mail, you must set it up using a two-step process. Each user must request a direct address, and one user must verify his or her identity on behalf of the entire practice.

What do you want to do?
  1. Log in to Eyefinity EHR on the web as a doctor or technician.
  2. Click the Mail tab.
  3. Click the Direct Mail folder on the left.

  4. Click Request Direct Address.

    Your Direct Mail Address appears at the top of the screen. If no one at your practice has verified their identity for the purposes of sending Direct Mail yet, you will see the message "Practice not verified" next to your Direct Mail Address.

  1. Log in to Eyefinity EHR as an administrator.
  2. Click the Direct Mail Management button within the Direct Mail section.
  3. Use the Verifying User drop-down list to select your name.

  4. Click Verify Selected User.

    The Updox DirectTrust Activation agreement appears.

  5. Read the agreement and click I Accept or I Decline.

    If you accept, the Experian User Agreement appears.

  6. Read the agreement and click I Accept or I Decline.

    If you accept, an identity verification form appears.

  7. Follow the on-screen instructions, entering all required personal information and identification requirements.

    When it comes to verifying IDs, make sure the IDs you upload pertain to you. The purpose of the identity verification process is to verify your identity, not the practice.

  8. Click Verify Identity once you've completed all of the requirements.

    Under the Verify Identity button are various links that will help you should you encounter any issues during the verification process. Click Contact Us to contact Updox directly or User Help to launch a help guide.

    Once your identity is verified, you are the DirectTrust representative for your practice. Other staff members will be able to sign up for Direct Mail simply by requesting their direct address.