Secure . Using Cisco Secure Server

Transcription

1 Secure Using Cisco Secure Server Background The UnitedHealthcare secure system is offered through Cisco Secure Server and is used to securely exchange information with providers. This document describes the step-by-step instructions for using the UnitedHealth Group s Cisco secure to: Register and receive secured s. page 2 Open Cisco secure ...page 5 Create a new Cisco secure . page 8 Save a Cisco secure to your computer..page 11 Manage your Cisco profile....page 13 Retreive/forgot password page 14 Assistance If at any time you need assistance with registration on the Cisco system, please contact the UnitedHealthcare Support Center at Press Option 9 (All Other Issues), then Option 2 for the Secure support team. For any technical issues after registration is complete, please call Cisco at UHC0536g_ Page 1 of 14

2 Instructions Register for Receiving Secured s Step 1. Receive the first secure e- mail message in your system (i.e., AOL, Gmail, Outlook, Yahoo, etc.) and open the attachment. (Note: If you do not have the sender in your address book, the may appear in your spam or junk folder.) AOL: You may be presented with several additional steps depending upon which system you are using. Gmail: Outlook: UHC0536g_ Page 2 of 14

3 1. Receive the first secure e- mail message in your system (i.e., AOL, Gmail, Outlook, Yahoo, etc.) and open the attachment. (Continued) Yahoo: 2. Complete all of the fields and click the Register button. (Note: Be sure to remember your password and keep it safe.) For ease of use, we recommend using the same password created with the CRES system. 3. You will receive an account activation notice that points you to your inbox. UHC0536g_ Page 3 of 14

4 4. Upon receipt of the activation in your account, Click here to activate this account link. You may notice the is titled Please activate your account with CRES ; however you are activating your account with Cisco as noted in the first paragraph in this Receive an account activation confirmation. You will now move back to your inbox, open the original e- mail and open the attachment. You will now be asked to enter your password. UHC0536g_ Page 4 of 14

5 Open a Secured Step 1. With the open in your system (i.e., AOL, Gmail, Outlook, Yahoo, etc.), open the attachment. (Note: If you do not have the sender in your address book, the may appear in your spam or junk folder.) AOL: Gmail: UHC0536g_ Page 5 of 14

6 1. With the open in your system (i.e., AOL, Gmail, Outlook, Yahoo, etc.), open the attachment. (Continued) Outlook: Yahoo: 2. Enter the password you created at registration and click Open. (Note: If you are the only user of the computer, you can click on Remember Me to have the system remember your password for faster processing time.) UHC0536g_ Page 6 of 14

7 3. Review the . (Note: If you need to send a communication about the you received, follow the directions for creating an .) 4. Click Logout in the upper right corner when you are finished using the system. UHC0536g_ Page 7 of 14

8 Create a Secured Step 1. Visit: Enter your address and password, and click Login. (Note: If you are the only user of the computer, you can select Remember Me to have the system remember your and password for faster processing time in the future.) If you forget your password, use the Forgot Password? option on this screen. (Note: Three failed attempts guessing your password will lock your account. If you do lock your account, it will automatically unlock after 24 hours. For faster resolution, call the Cisco Helpdesk ( ) (Note: Add the site as a favorite site/bookmark it for future use by selecting Favorite and then Add to Favorites ) UHC0536g_ Page 8 of 14

9 Note: Keep the naming convention of the site or change it to another name that you can easily recognize and click OK. 2. Compose your . Enter the address enter the SRN number, and write your message. (Note: You can also select automatically BCC me on this to receive a copy of the you are sending.) Add an attachment(s) if needed by clicking on the Attachments button, clicking Browse, finding the file(s) from your personal computer, clicking Add and clicking Done. UHC0536g_ Page 9 of 14

10 3. Compose your . (Continued) Note: The maximum message size, including all attachments must be 10MB. You can check the file size of your documents before you attach by selecting the document and holding the mouse over your selection. In the event you have larger files, you can reduce their size by: Compressing/zipping the file(s). Sending multiple s with the same SRN in the subject line and a note that this is one of multiple messages. Upon completion of the message, click the Send button. UHC0536g_ Page 10 of 14

11 4. Receive an indicating that your message has been received by 5. Click Logout in the upper right corner when you are finished using the system. Save a Secured Step 1. With the open in your system (i.e., AOL, Gmail, Outlook, Yahoo, etc.), open the attachment. (Note: If you do not have the sender in your address book, the may appear in your spam or junk folder.) UHC0536g_ Page 11 of 14

12 2. Choose File and then Save As. 3. Select the location for the file to reside, name it, choose the type (either Text or HTML), and click Save. 4. Click Logout in the upper right corner when you are finished using the system. UHC0536g_ Page 12 of 14

13 Manage Profile Step 1. Visit the secure site at: Log into the system by entering your address and password, and click the Login button. (Note: If you are the only user of the computer, you can click on Remember Me to have the system remember your password for faster processing time.) 2. Select Edit Profile and change your profile information, as needed. (Note: You can also select BCC me on the messages that I send in your profile to automatically receive it each time versus individually selecting it for each message.) (Note: you can change your password through the profile function.) 3. Click Logout in the upper right corner when you are finished using the system. UHC0536g_ Page 13 of 14

14 Retrieve/Forgot Password Step 1. Visit: Click Forgot password. 2. Enter your address and click Confirm. An will be sent to your inbox explaining how you to reset your password. UHC0536g_ Page 14 of 14