Collaborator

• 1. Login.
  2. Select View Cases from the Dashboard.
     
  3. This will bring you to your Collaborator Dashboard, showcasing all assigned, associated and referred cases.
     
  4. With each case presented on the Dashboard, you can identify:
     • Patient First & Last Name
     • Treatment
     • Referred By
     • Status of Case
     • Created Case Date
     • Modified Case Date

• The Dashboard Recent Activity section displays changes to cases you are associated with, including new cases, Doctor Talk, Patient Talk and attachments.

  1. Navigate to your Dashboard.
  2. On the right, locate Recent Activity.
     
  3. Review updates for cases you are associated with.
     
  4. Select View next to an activity to navigate directly to that portion of the patient's case.
     
  5. Use Filter to refine the Recent Activity results.

Invite a doctor or patient to begin collaborating on cases:

• 1. Navigate to the option to invite a doctor.
  2. Enter the doctor's information.

     Add them as part of my Account:
     If this option is selected, the user will be invited to register under your account.

  3. Enter the doctor's email address. The email address is required.
  4. Enter at least one phone number.
  5. Once completed, select Send Invite.
  6. An invitation will be sent to the doctor to sign up for secure patient collaboration with you.

     Note: If the doctor has already used that email address to register a user account in MySecurePractice, they will receive an email letting them know you would like to collaborate instead of a new registration invitation.

  7. Once the doctor completes registration, they will appear within your Colleagues and can begin collaborating with you.

  Suggestions for getting your colleagues using PBHS Collaborator!

  We suggest contacting the referring offices you will be collaborating with through the portal initially with a personalized email.

• 1. Open the applicable patient case.
  2. Navigate to Patient Talk.
  3. Enter the patient's email address and send the invitation.
  4. The patient will receive an email invitation to participate securely in their case.
  5. The patient will verify their identity, agree to the Terms and create their password.
  6. Once registered, the patient can communicate with you through the private Patient Talk area of their case.

• Patient Talk provides a private conversation between an individual user and the patient.

  1. Open the applicable patient case.
  2. Select the Patient Talk tab.
  3. Invite the patient using their email address if needed.
  4. Enter your message or reply to the patient.
  5. Add any applicable attachments.
  6. Submit the message to continue the secure conversation.

  Important: Patient Talk conversations are private between the individual user and patient. Other doctors and staff associated with the case cannot see the conversation.

• Doctor Talk allows doctors and staff associated with a case to securely communicate with one another. Patients cannot see Doctor Talk conversations.

  1. Open the applicable patient case.
  2. Select the Doctor Talk tab.
  3. Enter your comment or message.
  4. Add attachments when applicable.
  5. Select Add to Discussion.

• 1. Log in to MySecurePractice.
  2. Navigate to your Collaborator Dashboard.
  3. Locate and open the case you would like to accept.
  4. Review the referral and case information.
  5. Select Accept at the top of the case.
  6. Once accepted, the case will become an active case that you can manage through Collaborator.
• 1. Log in to MySecurePractice.
  2. Navigate to your Collaborator Dashboard.
  3. Locate and open the case you would like to reject.
  4. Select the Reject button located at the top of the case.
     
  5. You will return to Your Cases and see confirmation that the case was rejected successfully.
     
• 1. Log in to MySecurePractice.
  2. Select the Refer Case icon.
     Note: You may not see all icons shown in the example.
     
  3. If you have already moved past the Dashboard, select Cases from the left-hand menu to return to your Collaborator Dashboard.
     
  4. Select Create a Case from the left menu or select the Create a Case button.
     
  5. Select the doctor you would like to refer the case to.

     Note: You can only refer a case to a doctor. Staff members will not appear in this view. Once the case is referred, a staff member can be added to the case.

  6. Review Colleagues for doctors you have previously communicated with or manually added.
  7. Use Other Specialties to search registered doctors within MySecurePractice.
     • Search by specialty, procedure or distance from your practice.
     • Search for a doctor by name or practice.
     • Previously invited doctors will also appear.
  8. Once you find the correct doctor, select + Send Case.
     
  9. Complete the referral form.

     Note: The referral form varies depending on the specialty of the doctor you are referring to, such as OMS, Perio or Endo.

     
  10. Once complete, select Complete and Send at the bottom of the form.
      
  11. The referral information and uploaded x-rays, if applicable, will be sent to the referred doctor.
  12. After sending, additional options may include:
      • View Case
      • View Dashboard
      • Refer Case
      • Add Attachments
  13. When creating a case, you may also have the option to Assign Case to Self. This allows you to submit a referral or case to yourself and then add associated doctors, such as the referring doctor, to the case.
      
• 1. Within an existing email in your Inbox, Sent or Archive folder, select Convert to Case.
  2. A confirmation window will appear. Select OK.
  3. You will be taken to a Collaborator referral form. Complete the applicable information.
  4. Once completed, select Complete and Send at the bottom of the form.
  5. The case will be submitted to your selected referring doctor for review.
  6. Within the case, the original email notes and attachments, if applicable, will appear under Doctor Talk.
  7. Images attached to the original email will also be available under Attachments.