Sending a SecurePIC Request in eRAD

This guide provides step-by-step instructions for sending a SecurePIC Request to a patient, and explains when and why it should be used.

When Should You Send a SecurePIC Request?

• Send a SecurePIC request when:
  • The patient has a written order but will bring it with them to their appointment.
  • The patient does not have their insurance card for confirmation at the time of scheduling.

Why Send a Request if the Patient Has the Order?

• It ensures a copy is on file in case the patient forgets to loses it.
• Prevents reschedules due to missing documentation.
• Can be used after an appointment is scheduled if the patient didn't have their order during the initial call.

How to Send a SecurePIC Request

• You can send a request while: 
  • Scheduling a new appointment (new accession or ordered accession)
  • Editing an existing scheduled appointment

Step 1: Open the Patient Folder

• Use the search function in eRAD to locate and open the correct Patient Folder

Step 2A: If Scheduling a New Appointment

• Click the [New Appointment] button from the toolbar in eRAD.
  
  
• The Schedule Order tab will open
  
  

Step 2B: if Scheduling from an Ordered Accession

• Locate the appointment in the Patient Folder.
  
  
• Right-click on the accession that requires the document, select "Schedule"
  
  
• The Schedule Order tab will open.
  
  

Step 2C: If Editing an Existing Appointment

• Locate the appointment in the Patient Folder.
  
  
• Right-click the exam, select "View/Edit".
  
  
• The View/Edit tab will open
  

Step 3: Send the SecurePIC Request

• From any tab in the Schedule Order or View/Edit window:
  • Locate the SecurePIC button in the bottom-left corner.
  • Click Request SecurePIC to open the request window.
    

Step 4: Important Settings to Update

• Before sending, always review the following fields:
  • To: Confirm the correct patient name is listed
  • Make the appropriate selection:
    • SMS - Confirm the number listed (this cannot be changed)
    • Email - Confirm the email address listed (this cannot be changed)
  • "Requested Document" Field - Choose from the following depending on what is needed from the patient:
    • Insurance Card
    • Physician Order
      

Step 5: Send the SecurePIC Link

• Click [Send]
  
  
• A text or email will be sent to the patient with instructions to securely upload the requested document.

EDITED: 06/11/2025