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15.3 Starting a Collaboration


The Collaborations module allows you to share information about a patient with a colleague in a safe, secure manner.


Click Start Collaboration >> in the Patient tab to open a Collaborations window in your browser.


  • 1. Click to open a module other than Scheduling (ie: Patient History, Imaging, or Correspondence).
  • 2. Choose a patient for the collaboration. If the patient is not already shown in the patient bar, click to type the patient’s name in the Patient Search box (top right of the page) and then click the patient’s name from the list.

  • 3. In the Patient tab, at the top right of the window, click Start Collaboration>>.  A Start Collaboration tab will open in your browser window.


Choose a collaborator.


Initially, collaborators must be set up in the Scheduling module. Please see 15.2 Prerequisites for Collaborations for instructions.

  • 1. Click to choose a collaborator from the Find Contacts list at the top right of the window. The collaborator’s name and email address will auto-populate the Email message at the top left of the window.

  • 2. Click to choose additional collaborators from the Find Contacts list as needed.
  • 3. Alternatively, you may search for a particular collaborator. In this case, click to type a collaborator’s name in the Find Contacts text box (beside the magnifying glass).  Click their name from the list to add them to the collaboration.


Click to type or edit the email template and collaboration messages.


Please note that there are two message components, an Email message, (top left of the window), informing your colleague of the collaboration and a Collaboration message, (below the email message) for including information about the patient. The Collaboration message will not be included in the email sent to your colleague.


  • 1. Click to edit or add to the Email message template (top left of the window).

  • 2. Use the Collaboration Message text box to inform your colleague about any details of the patient or the collaboration. Please note that your collaborator must sign-in to the secure ICE Collaborations web site to view this information.


Include applicable attachments.


  • 1. Standard Patient Info Attachments that will be included in the collaboration are indicated to the right of the message text boxes. Click to select or de-select any attachments.

  • 2. Using the dialog box below the Collaboration Message text box, you also may attach Correspondence, Images and Educational items as well as Upload Files from your desktop. These items will appear under Other Attachments.

  • 3. Click the tab for the type of attachment that you would like to include.
  • 4. Click to checkmark items from the Correspondence and/or Education tabs.
  • 5. Select items from the Images tab drop-down lists and then click Attach >>.
  • 6. To include files from your desktop, click Select Files in the Upload Files tab.


Start Collaboration.


  • 1. When you have finished setting up the collaboration, click Start Collaboration at the bottom of the messages.
  • 2. An invitational email will be sent to the collaborator.  Please note that you will have 3 minutes (or until the collaboration message has been read) to make any additional changes. To make changes, click Edit at the top right of the email message.

  • 3. A collaboration ID number will be assigned and will be available from the menu bar at the top right of the Collaborations window.