Send secure study links

Share a patient study with others by sending them a secure link. The link is temporary and does not contain any identifying information about the study.

Send a secure link by email

In the Patient Study Directory:

1. Right-click (or touch and hold) a study, worklist or folder, then select Send Link.
2. End users are responsible for complying with privacy regulations and ensuring that study links are only provided to authorized users. Users cannot disable a study link once it has been sent. To indicate that you understand this, select the checkbox beside Note: authorization cannot be removed once the secure link is sent.

   Note
   The site’s OptosAdvance administrator is able to revoke a study link. However, the recipient may receive and use the link before it is revoked.

3. Choose the security options you want to use. Depending on your organization’s OptosAdvance configuration, some of the following options may not be available.
   • Send via email  If you want to send an email with the study link, select this option and enter the user’s email address.
   • Limit number of uses to  To limit number of times the user can use the link to access the study, select this option and enter the number of uses.
   • Link will expire in  To set an expiry date, select this option and enter the number of days and/or hours until the link expires.
   • User must login to see images  Select this option if the user must login to their OptosAdvance account before using the link. If this option is not selected, the user does not require a OptosAdvance account to use the link.
   • Require user to enter this password  If the user does not have a OptosAdvance account and you want to create a password for the link, select this option and enter the password. You must give this password to the user; for security reasons, it is not sent to them automatically.
   • Require confirmation via email  Select this option to use a two-step verification process. The user will receive an email with a link to confirm they are the intended recipient. When the user clicks the link, they will be sent a second email with the study link. Note that this option is only available if your organization uses an IIS SMTP mail server.
4. Select Get Link.
5. Choose how to send the link.
   • Copy link to clipboard  Copy the link and paste it into an email or instant message.
   • Click to send link by email  Automatically create a new email using your default email application. The user’s email address is entered automatically. Add any additional information, then send the email.
   • Show QR code to send the link  This option displays a QR code that you can scan with your cell phone.
     Ensure that you have entered a valid email address in the Send via email to field and then complete the following substeps:

   • Select Show QR code to send link.
     The QR code is displayed on the screen.

   • Scan the QR code using the camera application of your cell phone.
     Your cell phone prompts you to send the email. The exact message depends on your phone type and operating system.

   • Tap on the message on your cell phone.
     An email is created using the previously entered email address and the URL link in the body.

   • Send the email.
     You can optionally add comments before sending or copy the URL to use it in another messaging application.

   • Click anywhere on the screen to return to the previous dialog box.

6. Select Close.

Copy a link

In the Patient Study Directory:

1. Right-click (or touch and hold) a study, worklist or folder, then select Copy Link.
2. A box appears with the link. Copy the link and paste it into an email or instant message.