SecureMail: Security Setting Preferences


Instructions below ONLY apply to SecureMail.

2-Step Verification is an enhanced security step that requires entering a recipient phone number for identity verification in addition to the email address.  

Within our system, you have the ability to turn this on or off for either your patients and/or your doctors during the registration process. Once registered, any User Manager user will be able to modify these settings for your entire account (any other users will inherit these settings).

Please email or call PBHS Support for assistance adding User Manager privileges to your user account.

  1. Once you login
  2. Select the "Update Profile" icon from the welcome screen/dashboard
    • Once off the main welcome page, you will also see your name in the upper RIGHT hand corner, select your name and a drop down will appear
    • Select the "Manage Account" option:
    • Selecting any other option here will bring you right to your profile settings to make other modifications to your account.
  3. You will be taken to the "Manage Account" settings available for User Manager users only. At the top you will see the "2-Step Verification Settings":
  4. Here you can choose to turn off the 2-Step Verification Setting that requires entering a recipient phone number for identity verification.  

If this setting is ON for either Doctor/Patient:

The Recipient Doctor/Patient would go through the following:

The very first time the (Doctor/Patient) user registers, they will have to do a 2-Step Verification.  

    1. The doctor/patient would register their user information as normal:

    2. They would be called or texted with a secret code to finalize their registration

      Screen 1:

      Screen 2:

      Screen 3:

When you are sending an email to a doctor/patient for the first time:

  1. Once you compose your email (if the email address entered is not a user in our system), you will see a "Next" button at the bottom of your email:
  2. Select the "Next" button
  3. Now you will need to:
    1. Confirm the email address
    2. Provide at least one phone number for the patient or doctor in order to send your email
    3. Select "Send" once done



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