Collaborator: Convert a Secure Message to a Collaborator Case


Convert to Case

  1. Within an existing email (either in your inbox, sent or archive folder), select the "Convert to Case" button:
  2. A confirmation window will appear, select "OK":
  3. This will lead you to a collaborator referral form to fill-out and complete:
  4. Once completed, at the bottom you find the "Complete and Send" button:
  5. This will submit the case to your selected referring doctor for review.
  6. Note, under the "Doctor Talk" tab within the case you will find your original email notes with the attachments (if any).
  7. The images (if any) attached to the email would also be located under "attachments", as seen below:

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