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1 In the information bar, click Admin > Direct Exchange Enrollment.
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Notes: • The Direct Exchange Enrollment menu item is only available for Care360 EHR organizations that continue to subscribe to Direct Exchange, which is enabled by default for all Care360 EHR organizations. Additionally, the enrollment form will not be available from the page until the domain has been created. • Only one user in the organization with the Provider, Clinician, or Clinical Office Staff role needs to create the domain name, complete the enrollment form, and complete identity verification. Users that are assigned the Phlebotomist or Clinical Lab Staff role cannot create the domain name or complete the enrollment form. |
2 Review the terms and conditions, and then click Accept or Decline.
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Note: If you click Decline from the Review Terms & Conditions dialog box, you will be unable to create the organization domain or complete the enrollment form. To participate at any time after declining, you can accept the agreement from the Direct Exchange Enrollment page by clicking the Terms & Conditions link. |
3 On the Direct Exchange Enrollment page, do the following:
• Create the domain. To create the domain name that will be part of all Direct Exchange addresses created for the organization, do the following:
a In the text box, type the domain name.
The domain name can be up to 35 characters in length, and can include alphanumeric characters, periods (.), or dashes (-).
b To confirm that the name is available for use, click Check Availability.
The domain name must be unique. If the domain you have chosen is already being used, you will receive a message indicating that you must select another domain name.
c Review the domain name you have chosen. To submit your selection, click Create Domain, and then in the confirmation dialog box click Create.
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Caution! Once confirmed, you cannot edit the domain name. |
• Complete the enrollment form. To complete the Direct Exchange enrollment form, do the following:
a In the enrollment form, review and type or select the requested information (all of the fields are required).
b Do one of the following:
• Save the information. To save the information entered, but not submit the form at this time, click Save.
• Submit the information. To send the information, click Submit, and then in the confirmation dialog box click Enroll.
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Caution! Once submitted, you cannot edit the information on the enrollment form. |
Once the enrollment form has been submitted, the individual identified in the form as the organization’s enrollment representative will receive an email message from DigiCert® concerning the identity verification steps. Identity verification must be completed in order for DigiCert to grant the certificate required for the organization to send and receive Direct Exchange messages. The enrollment representative must complete the DigiCert verification requirements within 14 days of receiving the email message, or DigiCert will contact them again to restart the verification process.
After the verification process has been successfully completed, DigiCert will grant the certificate and enrollment will be complete. The status of the enrollment appears at the top of the Direct Exchange Enrollment page, and an email message will be sent to the organization’s enrollment representative when enrollment is complete. Users in the organization will not be able to create Direct Exchange addresses until that time.
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Note: If the enrollment representative does not receive an email message from DigiCert, they should check their email spam folder to make sure the message was not filtered from their inbox. |