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Updox Refer and Share


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If you have an entity that you do a lot of faxing with such as a Long term care facility or a pharmacy etc, consider setting them up with Updox Refer & Share.  Refer and Share will allow you transfer documents back and forth in much higher quality level and its much faster than faxing.  Additionally, it providers audit tracking.

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Best answer by sdoucette 7 August 2020, 19:09

Thank you @abarbash for that, I didn't realize to do that! I do think however that first Welcome message should maybe be reworded to reflect that the address bar button is located at the top of the screen versus under “tools” in the Home menu and that they would have to search for the organization contact to add additional individual practice contacts. . Just a thought!

 

Just a little more clarification for the end user since they will be less knowledgeable about layout of Updox! 

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This is a great workflow Rod!  Do any other Updox users take advantage of Refer & Share?

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Yes I have actively encouraged all the community clinics that I have gotten to know to leverage Refer and Share.  We have shown several how to do that so as to connect our neurology telemedicine practice to theirs for specialty collaboration as an example. 

Here is a page we set up that explains the basic use case around refer and share, though there are many!!!

http://andrew-barbash.apractisclinic.com/updox-network/updox-refer-and-share/

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I think it would be good to have a specific topic section on refer and share, perhaps titled “Interconnecting practices and users within the Updox global network”.  This is something many might not be aware of. The fact that Updox has made it so simple to invite any other clinical individual or group to create a free account just to be able to securely message/share within the network is a really a big thing. Once people have started to easily exchange Secure Updox Messages “within” the network that ability to streamline primary care-specialty collaboration and to eliminate faxing to each other, etc becomes a reality.  Its worth spreading the word among the thousands of Updox practices and users about this and get people talking about what those “connections” then mean for their own workflow.

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With the refer and share, is there any way to only share a specific queue of contacts or a specific department? Looking to try this for the first time however, it will be overwhelming for the outside user to have to scroll through our large directory (700+) to find the few users that they would be communicating with? If not available has anyone used this with a successful work around?

 

Send the invitation with pre-selected contacts would be an extremely useful enhancement if it is not already available. 

Hi @sdoucette!  Right now, you are not able to share specific queues or users through Refer and Share.  Once connected, the outside user would be able to message any user or queue.  I’ll share the enhancement with the team for a future enhancement!


If you have a lot of users, and you’d like to share only specific information securely with an outside user, you can send a secure text to a contact.  This allows you to deliver a message, with attachments as needed, in a HIPAA compliant way to the contacts mobile device.  Do you need any help walking through this?

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@wedgar Thank you for the information! I use the secure texting feature already and I love that however, we’re looking to do more back and forth documentation sharing versus just communication so for the end user to be working off a mobile device it would not work. I think we will still try the refer and share however implementation might be a tad trickier than we’d like. 

 

Will definitely update with any information or tips that we may come up with after! 

Another tip to tell the outside user is they can type ahead, meaning they don’t have to scroll through all the users.  So if they want to send to me, they could start typing Edg, or Wen and my name would pop up.

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Wendy, can you clarify for us, since i do refer and share alot.  When you ACCEPT a refer-share you are given the option to open the address book and add contacts.  At that step, when you click on the right hand tab to add those contacts, you would, in this situation, scroll down thru hundreds of names and/or queues to add the individuals. I would think that actually doing that just one time to find the people you want in your address book is not too bad,..BUT...if you do not actually go thru the effort to individually add a name or queue….then if you go into Compose for new message, i had thought you dont yet see those names as an option to send an updox message to. Is that correct or not?   the power of converting to sending secure messages WITHIN the Updox network, not OUT via Secure Text is really a great thing….and if you do in fact need to manually select from the address book individuals, then, even though a better idea over long term is invites from locations, for example….I would suggest to people that the payoff for efficiency of adding those few key people in is so huge its worth taking a few minutes to find them initially  Make sense?

 

FYI  I just went into my address book and unchecked one of the entries in a practice with whom i have a refer-share.  When i go to compose a new message and start typing that persons name, they are NOT showing up. Therefore I am assuming that in order to see someones name appear when you click to compose,even if using the type-ahead, that name will only appear if they are also checked as having been “added to address book”.   Maybe whats really needed is just an option when setting up refer-share to “ADD ALL” and then you do that once, and dont have to again.  Once that is achieved, then you would just use the type ahead approach wendy mentioned and works fine!

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Yes @abarbash that is what I am referring to! Unless the end user adds that contact to their own user address book they are not able to do the “type-ahead” feature for the practice that invited them. But to add to their address book I have come across some difficulties. I went into the “tools” section of my test refer and share and was not able to locate an Address book. I have attached the Tools that the end user has access too. There is a direct link to an address book in the welcome to Updox message however, once that user removes that message there will be no access to then add additional contacts from the practice. 

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Actually most people might not realize that in fact ANY TIME you lookup any individual in the address book and they are a USER….there is a tab next to the info that pops up when you select them to view “other practice members” so in fact at any time you can do this

 

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Thank you @abarbash for that, I didn't realize to do that! I do think however that first Welcome message should maybe be reworded to reflect that the address bar button is located at the top of the screen versus under “tools” in the Home menu and that they would have to search for the organization contact to add additional individual practice contacts. . Just a thought!

 

Just a little more clarification for the end user since they will be less knowledgeable about layout of Updox! 

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Yes I totally agree.  I think it might be useful to have a MENU item called “refer/share relationships”   you would be able to view any practices you have setup a relationship with and it would display all their users and queues if you click on it.  and you can select who to add or remove   Something like that, right? @wedgar  @sdoucette

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