Approved referrals
Assemble the relevant documents for the receiving care provider.
File sharing for healthcare
Clinical documents.
A defined recipient.
Transfer sensitive medical documents and imaging files between authorised organisations.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE06
Assemble the approved package.
↗
Authorised-Clinical-Documents.zipIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
Medical documents and imaging packages can cross organisational boundaries during care and administration. The sender needs an approved purpose, the right recipient and a suitable exchange process.
MX provides a route for sensitive business files between named recipients. Match access conditions to the purpose of the exchange and use the available activity record to support follow-up. Keep the underlying approval and information-handling decisions in your own process.
WHERE THE WORKFLOW HELPS
The moments that need a handoff.
External reviews
Share the authorised subset for an appointed specialist review.
Administrative requests
Deliver approved records through the organisation's disclosure procedure.
A HANDOFF, IN PRACTICE
The right files.
The full context.
A healthcare organisation is considering a specific exchange with an authorised receiving team. Define the purpose, the minimum information required and the approved environment before preparing files. Use representative test material during evaluation and involve the people responsible for information governance and clinical systems.
Illustrative workflow · Adapt to your approved process
Plan an authorised clinical file exchange
↗Authorised-Clinical-Documents.zip
A POSSIBLE PACKAGE
- ✓Approved information subset
- ✓Case reference
- ✓Receiving-team instructions
INTENDED RECIPIENT
The receiving professional approved for the task
A USEFUL RESULT
The authorised team confirms that the package is usable in its workflow and that required handling and service conditions have been assessed.
MAKE THE FIRST EXCHANGE COUNT
Test the details.
Then repeat with confidence.
Use the example package as a starting point for a small, representative trial. Agree the success criteria with the person who will actually receive the files.
Check completeness
Approved information subset should be easy to identify in the inventory. Open the delivery copy independently of your working folder to catch missing files or local dependencies.
Walk through access
Test with the intended recipient role and receiving environment. Confirm the access conditions, the instructions and the route for getting help.
Agree what success means
The authorised team confirms that the package is usable in its workflow and that required handling and service conditions have been assessed. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Authorised-Clinical-Documents.zip as an example of a defined package. Replace it with the approved files and instructions for your actual task.
Explore the MX feature set ↗- 01
Confirm the purpose and recipient
Check who is entitled to receive the information. Record the business purpose through your normal approval process before assembling the package.
- 02
Prepare an approved package
Choose the required files, check their versions and remove unrelated information. Include concise instructions so the recipient knows what to do next.
- 03
Apply the access conditions
Confirm authentication, availability and any download conditions for your service. MX's existing features include named access, MFA and configurable expiry controls.
- 04
Review the exchange
Check the recorded activity and follow up through the agreed process. Keep the exchange reference with the project or client record it supports.
DEFINE THE BOUNDARY
Check the fit
before the first file.
Have the responsible privacy and security teams confirm contractual, deployment and regulatory requirements before exchanging patient information. Do not infer suitability for regulated health data from encryption alone.
Assess the controls against a representative package and recipient. Confirm any mandatory capability, contract term or deployment requirement with the MX team before relying on it.
Discuss your exchange requirements ↗PRACTICAL QUESTIONS
What to know
before you begin.
Questions about file sharing for healthcare and the exchange workflow.
Should live patient information be used in an initial trial?+
Use synthetic or appropriately prepared test material for early evaluation. The responsible organisation must approve the proposed service and process before any real sensitive records are exchanged.
Does MX replace an electronic health record or imaging system?+
No. Keep the clinical record and diagnostic workflows in the approved systems. Assess the external exchange route separately, including any contractual requirements and supported file formats.
How should we prepare the files?+
Assemble the relevant documents for the receiving care provider. Check the approved version, any required dependencies and the recipient's ability to use the package. Include only the material needed for the purpose.
What should we verify during a trial?+
Test a representative exchange from sender preparation to recipient access. Check authentication, permissions, expiry behaviour and the activity available afterwards. Include the actual file types and recipient environment you expect to use.
Does an access expiry remove downloaded copies?+
Do not assume expiry deletes a recipient's local copy. Agree post-download handling and retention responsibilities, and confirm the precise behaviour of the service configuration you plan to use.
Where can we check product details and commercial terms?+
Use the current MX product information and confirm the proposed service with the team. Review the plans and pricing alongside your actual users, workflow and deployment requirements.
YOUR NEXT EXCHANGE STARTS HERE
Valuable data.
Better protected.
Put better controls around your next sensitive file exchange. See how MX fits your organisation's workflow.
7 days freeUp to 5 usersNo credit card
- Full feature access
- Unlimited file size transfers
- Named recipients and MFA
- Custom branding and upload portals