MHC Car User Guide

Transcription

1 MHC Car User Guide Get Started with MHC Car Secure Communications Version 1.7

2 Table of Contents About MHC Car Communications... 4 Getting Started with... 5 Your MHC Car Account... 5 Sign In... 5 Activating a MHC Car Account... 5 Sign Out... 5 Reset Password... 6 Change Password... 6 Locked Account... 7 Send an Check for s... 7 Read an Reply to or Forward an Delete an Print an Save an File and Organize s... 8 Mark an as Read or Unread... 8 Flag or Unflag an Search for an Arrange s... 9 Manage Your Contacts View Contacts Add a New Contact Delete a Contact Add a New Group of Contacts Add Contacts to a Group Files and Folders Default Folders P a g e

3 File an Create a New Folder Delete a Folder Manage Folders Empty Trash Folder Account Preferences and Settings Account Preferences Personal Info Change Password Security Questions Preferences Alerts Settings Common Settings Accounts Additional Features Directory Search (not applicable to all domains) C-CDA Viewer (not applicable to all domains) MHC Car System Requirements P a g e

4 About MHC Car Communications Chapter 1 Missouri Health Connection (MHC) provides you with a secure, Direct address. The purpose of this address is to allow you to send/receive secure communications to/from colleagues and other members of the healthcare community as long as they have a Direct Mail address. MHC Car provides a method of secure communication that is both HIPAA compliant and complies with the federal standards of the Direct Project. Since MHC Car is based on the standards of the Direct Project you are not restricted to communicating only with other MHC clients. You are able to send and receive s from anyone with a Direct mail address. MHC Car accounts are not meant for personal use. You can only send and receive s to and from others with Direct Addresses. This restriction protects patient privacy. If you enter an address in the To field that is not a Direct Address, you will receive an error message and be unable to send the . 4 P a g e

5 Getting Started with Your MHC Car Account Chapter 2 Sign In You can access your MHC Car Account from any computer by going to the address associated with your MHC Car Web Portal. The below address is for the Web Portal. To log in, enter your Secure (you do not need to enter part) and Password. Activating a MHC Car Account After logging into your account, you will be asked to accept the end user license agreement, change your password, and create a security question (this will allow you to reset your own password should you forget it). You can also manually change your password or set your security question by selecting Account in the top right hand corner, followed by the Change Password or Security Questions tab. Sign Out Select Sign Out from the top right corner of the screen. 5 P a g e

6 Reset Password You may reset your own password by selecting the Reset Password link on the log in page. You must enter your full secure , including the domain (i.e. and select Reset. You will then be asked to answer your security question. After correctly answering your security question a temporary password will be sent to the contact address associated with your account. For security purposes, no other identifying information will be included in the . You will not be able to reset your own password if your account is locked. If you reset your password and do not receive the temporary password, your contact address may have been entered incorrectly. Please contact your Administrator who can assist you in accessing your account. To confirm that a security question has been established, you can go to Account in the top right hand corner, select Security Questions, enter your current Password, and select a Secret Question and Secret Answer. For security purposes, the previous Secret Question and Secret Answer will not be populated so you will need to create a new question and answer if you do not have a record of the previous question and answer. Please store this information in a safe location. Change Password You may manually change your password by selecting Account in the top right hand corner, followed by Change Password. You will be asked to enter your Old Password (or temporary password) and then a password of your choice in New Password. The New Password should be at least 8 characters with 1 nonalpha numeric or special character $, etc.). Once entered, re-enter the New Password in Confirm Password and then click Update. 6 P a g e

7 Locked Account If you attempt to log in with an incorrect username and password combination Five (5) times, your account will become locked for security reasons. Please contact your administrator if this occurs. Send an Select New Message from the toolbar on the left of your screen. You may either type in the address or select To to search and select from recent recipients. Type in the Subject line and the body of the . The toolbar above the To line will allow you to return to your Inbox ( Back to List ), Send your message, Save a copy of the in your Drafts folder, select a level of Importance and a level of Sensitivity, and Cancel your current message. You may add one or multiple attachments in one of two ways: 1. Select Click to attach a file from the attachment area below the subject line of the . Find and select the file(s) you wish to attach. 2. Drag and drop files into the attachment area below the subject line of the . Check for s New s are always visible in your Inbox when you log in. To check for new s when you are already logged in, select Check Mail on the toolbar above your Inbox or at the top of your screen. You can return to the Inbox from anywhere within the Web Portal by selecting at the top of your screen. For more information on ways to customize when your Inbox is refreshed please refer to the Account Preferences and Settings section of this manual. Read an When you select an in your Inbox, it will appear on the right or below depending on the layout selected in Settings. To open an as a full screen, double-click on the in your Inbox. Reply to or Forward an Select the from your Inbox and then select either Reply, Reply to All, or Forward from the toolbar above the . 7 P a g e

8 Delete an Select the in your Inbox or another folder and then select Delete from the toolbar above the Inbox. Print an Select the in your Inbox and then select Print from the toolbar above the . Save an Select the in your Inbox and then select Save from the toolbar to save s to your local machine. File and Organize s Select the check box to the left of the in your Inbox. Then select Move to Folder from the toolbar above your Inbox, and select the folder in which you want to file the . You may also drag and drop an in to the desired folder. Mark an as Read or Unread Select the check box to the left of the in your Inbox. Then select Mark as Read from the tool bar above your Inbox, and select whether you would like the marked as Read or Unread. You also have the option of selecting Mark all Read and Mark all Unread. Flag or Unflag an Select the check box to the left of the in your Inbox. Then select Mark as Read from the toolbar above your Inbox, and select whether you would like the Flagged or Unflagged. Search for an You can search for any sent or received Select the folder in which you want to search. 2. Type your search term or terms into the search field located above the list of s. 3. Then select the search icon to begin searching. 8 P a g e

9 Arrange s 1. Select the check box to the left of Arranged by above the list of s. 2. Select the arrow to the right of the manner in which s are arranged and select your desired arrangement. 9 P a g e

10 Chapter 3 Manage Your Contacts View Contacts On the left of your screen, select Contacts. Add a New Contact 1. Select New Contact. 2. Enter a name and address. 3. You may choose to use a friendly name, so that the name will display, for example, John Doe < johndoe@directaddress.net>. 4. To enter additional contact details, select Show additional fields. 5. Select Save. Delete a Contact 1. Select the box(es) next to the contact(s) in the Contact view. 2. Select Delete. Add a New Group of Contacts 1. Select New Group. 2. Enter a name for the group 10 P a g e

11 3. Select Save. Add Contacts to a Group 1. Select the box(es) next to the contact(s) in the Contact view. 2. Select Add Contacts to. 3. Select the Group from the drop-down menu. 11 P a g e

12 Files and Folders Chapter 4 Default Folders The following folders are included in your Web Portal and cannot be deleted: Inbox all new s will first appear here. Sent Items all s that you sent can be found here. Drafts s that you saved without sending can be found here. Trash s that you delete will be temporarily located in the Trash folder before permanent deletion. File an Select the check box to the left of the in your Inbox. Then select Move to Folder from the toolbar above your Inbox, and select the folder in which you want to file the . You may also drag and drop an in to the desired folder. Create a New Folder 1. Select Manage Folders on the bottom-left of the window. 2. Select Add New Folder 3. If the new folder should be inside an existing folder, select a Parent Folder from the dropdown. Otherwise, select No Parent Type in the name of your new folder 4. Select OK. Delete a Folder 1. Select Manage Folders on the bottom-left of the window. 2. Select the folder you wish to delete. 3. Select Delete Selected. * Note: deleting a folder will also delete all of the messages in the folder. Manage Folders 1. Select Manage Folders on the bottom-left of the window. 2. Select the folders you want to show up in your mailbox under the subscribed column. If the folder is not selected, the folder and its contents will not be displayed in your mailbox. 3. Select Save changes. Empty Trash Folder Select the arrow to the right of Delete from the toolbar above your Inbox, and select Empty Trash. 12 P a g e

13 Account Preferences and Settings Chapter 5 Account Preferences You can access all of your account preferences and options by selecting Account on the top right corner of the Web Portal. Personal Info Select Account, Personal Info to edit your information, including: Contact Info, Address, and Organization Information. Select Update after making any changes. Change Password You may manually change your password by selecting Account in the top right hand corner, followed by Change Password. It is a best practice to change your password frequently. You will be asked to enter your Old Password (or temporary password) and then a password of your choice in New Password. The New Password should be at least 8 characters with 1 non-alpha numeric or special character $, etc.). Once entered, re-enter the New Password in Confirm Password and then click Update. 13 P a g e

14 Security Questions To setup security questions, go to Account in the top right hand corner, select Security Questions, enter your current Password, and select a Secret Question and Secret Answer. Please store this information in a safe location. It is important that set up your security question, because without one, you will be unable to reset your password without the help of an administrator. Preferences Select Account, then Preferences to adjust other preferences, including alerts, to sign up for News alerts, and more. Alerts To choose whether or not you wish to receive an alert to your non-secure contact whenever a new message is received in your Direct mailbox, select Account, then Preferences and select (or deselect) the box Signed up for SES new alerts under Alerts. Select Update after making any changes. Settings You can access all of your settings and options by selecting Settings on the right side of your Web Portal main page. 14 P a g e

15 Common Settings From the Common tab of the Settings page, you may adjust the following basic settings. Remember to select Save after adjusting your Settings: Skin alter the appearance of your Web Portal page by selecting one of the five (5) provided templates. Layout Select the bubble to the left of your preferred Inbox layout. Language Messages per page Contacts per page Autocheck mail every How often you would like the system to automatically check for new messages. Time format Select whether you would like time presented in a 12 or 24 hour format. Accounts From the Accounts tab of the Settings pages you can update Properties, Signature and Manage Folders. Properties Customize the way your name will appear on outgoing s. Signature Customize your Direct Mail signature. Manage Folders Add and Delete mailbox folders. 15 P a g e

16 Additional Features Chapter 6 Directory Search (not applicable to all domains) The Directory Search allows users to locate other users with Direct Addresses. You can search for users in three areas, the SES Directory (users across SES domains), your Local Directory (users on your domain), or an External Directory (outside of SES domains and not applicable to all SES domains). To search the directory you must select the Directory to search and Account Type you would like to locate (if you do not select Account Type for SES Directory and Local Directory the report will not display any addresses). You can then decide whether you would like to search by Contact/Category or by Address. You also have the ability to send a message directly from the Directory Search output. 16 P a g e

17 C-CDA Viewer (not applicable to all domains) The Consolidated Clinical Document Architecture (C-CDA) includes CCD files which are generated and sent by EHR software and are unreadable unless opened with EHR software or another viewing technology. When a CCD file (generated according to the C-CDA rules defined by the HL7 industry standard) is sent as an attachment, the One Click C-CDA Viewer adds a View button to the attachment, allowing users to view the structured data in human readable format simply by clicking View, with no additional software required. 17 P a g e

18 Chapter 7 MHC Car System Requirements MHC Car is compatible with most browsers and operating systems: Supported browsers include: Latest versions of Internet Explorer, Firefox, Safari, and Google Chrome. 18 P a g e

19 Thank You Please contact us with any questions or comments at 19 P a g e