Collaborator: Dashboard Colleagues

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In this section, we will go over the following:

  1. Searching for an Existing Colleague
  2. Add a Colleague (doctor or staff)

Within your Collaborator Dashboard, you will see a section called Colleagues.  This section will show any doctors who:

  1. You've invited, and the doctor has fully registered under MySecurePractice
  2. You've Collaborated with previously
  3. You've corresponding with in SecureMail
  4. You've manually Added a Doctor as a Colleague (explained below)

Searching for an Existing Colleague

This will allow you to easily submit cases in the future, by having these doctor's listed under Colleagues on your Collaborator Dashboard and/or under Create a Case.

To add a doctor manually (as explained below) they must be a registered doctor (staff members will not show under this option as they cannot be directly referred to).

  1. Once on your Collaborator Dashboard
  2. Scroll down to see your Colleagues Section. 
    add1.png
          
  3. You can use the search field to search all existing Colleagues/Doctors, enter at least 3 characters to complete your search for the following:
    1. Doctor or Staff first/last name
    2. Doctor Email
    3. Practice Name
      search1.png
  4. Find the colleague you would like to either:
    1. Send Case: Refer a new case to this doctor (not available for Staff users)
    2. Secure Email: Send a Secure message to this doctor/staff
      search2.png

If you don't find the doctor you are searching for under your Colleague section, you can search through MySecurePractice and add the doctor you are looking for.

 

Add a Colleague

  1. Once on your Collaborator Dashboard
  2. Scroll down to see your Colleagues Section. 
    add1.png
          
  3. Select the Add a Colleague button to your right:
    add2.png         
  4. You can use the search field to search all existing Colleagues (staff or doctors), enter at least 3 characters to complete your search (this can search for the Doctor or Staff first/last name, Email or Practice Name)
    • This will search through your Colleagues and Other Specialists
      *Note you have to have at least 3 letters entered in the search field to start search.
      add7.png        
  5. Once you find the doctor you would like to add, select the Add Colleague button:
    collab3.png
            
  6. This will bring you back to your Collaborator Dashboard. The confirmation in the upper right hand corner will notify you they have been successfully added:
    collab4.png
        
  7. Scroll back down to colleagues, and search for the new user just added. search1.png

  8. Now you can:
    1. Send Case: Refer a new case to this doctor (not available for Staff users)
    2. Secure Email: Send a Secure message to this doctor/staff
      search2.png
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