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How to Set Up Direct Messaging

This article covers how to get Direct Messaging configured and ready for use. We'll cover how to set up a Direct Address. If you're looking for more information on how to utilize Direct Messaging, click here for a brief guide.

If you are interested in purchasing Direct Messaging on your MacPractice License, please contact MacPractice Sales and they can provide you further information. This article assumes you have already purchased Direct Messaging.

Setting up Direct Messaging
To set up a Direct Address for your office, you will need to contact MacPractice Support, and you'll need to grant them access to your MacPractice Server. 

Our Support Team will assist you with two tasks:

  • Creating a Provider's Direct subdomain
  • Help you through the trust verification process

During this process, we will need two things:

  • We'll need to have a primary representative for your practice verify his or her identity through voice validation, personal information (name, date of birth, phone number), and account information (the provider's NPI) Please note that you will not be providing this information to MacPractice directly. Updox is our third party partner who administrates the secure messaging platform.
  • We'll need a name for the subdomain that you can choose. Our direct messaging address will always display with "providersdirect.com" at the end of it, but you can choose a prefix for it. This prefix can have no spaces and will be used to directly contact you.
    For example, if we had an office with a name Generic Healthcare, if we chose GenericHealthcare, a sample Direct Address would be: DrSmith@GenericHealthcare.providersdirect.com.

Creating a Direct Address for your Provider User
Once MacPractice Support has taken care of the first step, the Support representative will ask you to re-fetch your domain. You can do this by navigating to the MacPractice Menu in the upper left hand corner, and select "Preferences."

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In the Sidebar, select "Abilities" at the very top. you should see a button labeled "Fetch License". Click it.

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Once this is done, we can now set your Provider up with a Direct Messaging Address.

First, navigate to the References Ability, and select the Users node. Once there, select your Provider User inside the Users node.

You'll notice there's an area designated for Direct Messaging, which contains a Direct Email Address if a User has been set up for Direct Messaging. If not, it will state that the user is not a Direct User. 

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Click the Edit...button. A window will appear with configuration information for your Direct Address, and a checkbox you can toggle to activate or deactivate the Direct (Messaging) User. Ensure this checkbox is enabled.
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Next, in the Direct Email Address field, you'll want to name your address. You can see how the address will appear immediately below the field. For example, if "test" is entered into the field, and the subdomain we chose earlier was "macsupport", then our resulting direct e-mail address will be "test@macsupport.providersdirect.com".

No two users can have the same Direct Email Address. Once chosen, you won't be able to adjust it without restarting this process and contacting Support. Keep in mind that this Direct E-mail Address will be used by other providers to securely communicate with you and your office.

Click Done to submit the Direct Email Address registration to the Updox servers. Upon completing these steps, you will need to log out and back into MacPractice. At this point, you will be prompted by the software to verify your identity by vetting yourself. You can simply follow the links provided by the pop up which will take you through the vetting process as conducted by Updox. We've written an article explicitly reviewing the vetting the process located here

You can confirm that your user is correctly set up by again navigating to your user via References > Users, and clicking the Edit button, but in the resulting configuration window, click "Check Status". If you see a Confirmed message, you are set up properly. You can then utilize the Messaging Ability to send secure doctor-to-doctor messages via your Direct Messaging Address!

Creating Direct Addresses for Additional Users
If you need to add an additional user, the steps are identical, except subsequent users will not need to go through the vetting process as described previously. Simply edit their direct address information in their User reference, choose a Direct Email Address, and then click Done. You can then click Edit again and click the "Check Status" button to see whether the user is confirmed.

 

 

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