SimplifyPI introduces a streamlined way to share medical records and bills with external providers, clinics, or attorneys, even if they are not registered SimplifyPI users. With the new paperclip icon located next to the office or group head office names, you can easily generate a secure, direct link to share documents. The link provides recipients access to all uploaded bills and records under the specific office’s section and automatically expires after 5 days. Additionally, multiple links can be generated for different offices as required.
How to Share Medical Records #
- Log in to SimplifyPI.
- Navigate to the Cases Tab from the left-hand menu.
- Select the case you wish to share documents for.
- Open the Document Section.
- Click on the Paperclip Icon next to the office name.
- Share the generated link with the intended recipient (e.g., provider, or attorney).
Comprehensive Activity Log #
The Activity Log provides valuable insights and control over the shared links:
- Click Monitoring: Track the number of times the link has been accessed.
- Expiration Details: View the link’s expiration time or manually expire it early using the ‘Force Expire’ option.
- IP Address Tracking: Identify the last IP address used to access the link.
- Multiple Link Management: Each generated link is recorded in the activity log alongside its specific details.
How to Access and Manage the Activity Log #
- Click the Refresh Icon next to the paperclip icon to view the Activity Log.
- To cancel a link, select the Bin Icon under the ‘Force Expiry’ option.
