Sending Clinical Summaries to Other Providers by Direct Mail

Patients can transmit their clinical health summaries to other providers by direct mail, which is an encrypted and secure transfer format.

1. Log into the patient portal. For more information, go to Logging into the Patient Portal.
2. Open a clinical health summary. For more information, go to Viewing Clinical Summaries.
3. Click Send to Your Doctor Via Direct.
4. Type a new or select an existing direct mail address where you want to send the summary.
   If you do not know the provider’s direct address, contact the provider’s office.
   • Manually type a provider’s direct mail address and click Send XML or Send PDF. Select the Add to address book check box prior to sending the summary to add the direct mail address to your portal’s address book for future use.
   • Click Send in the XML Code or PDF column next to an existing direct mail address in your portal address book.
5. To view the messsage's sent status, click Direct Status next to the confirmation message status or on the top navigation bar after sending the message.
   (Optional) Click the refresh icon to view the latest status of sent direct messages.