Send secure records & referrals from Ortho2 Edge

Works with Ortho2 Edge

One-click secure referrals — x-rays included

Email patient records, x-rays, and referrals — encrypted and HIPAA-compliant — right from the Email feature in Ortho2 Edge your team already uses. No separate portal, no exposed PHI.

See it in action

60-second demo

This short demo shows the same one-click secure referral workflow — a letter and x-rays attached, sent encrypted without leaving your software. The steps look just like sending from Ortho2 Edge.

Did they get it? See who opened your referral and when →

Why orthodontic practices use it

  • Send straight from Ortho2 Edge — use the Email feature you already use; no switching apps or logging into a separate portal.
  • Patients and referring offices alike — email treatment plans, statements, and forms to patients, or referrals with x-rays to another office — all the same secure way.
  • Attachments come along — x-rays, records, and referral letters, encrypted end to end — even large imaging files like CBCT scans.
  • Easy for the specialist or patient — they open and reply from any device, with nothing to install and no account required.
  • Your practice's brand — your logo on the notification, sign-in page, and message view.
  • Proof on every message — see who opened it and when, with an audit-ready Proof of Delivery log, and revoke access anytime.
  • Built for HIPAA — encrypted in transit and at rest, with a BAA for every client.

Two easy ways to use it

Use Send It Secure however fits your practice — either option is the same strong encryption.

Fastest start — the web portal

Nothing to install. Sign in and send. Plenty of practices never set up an integration — they sign in to the web portal, write the message, attach the x-rays, and send, from the front desk, the operatory, or a phone at home.

  • Nothing to install — no admin rights, no IT visit, no software on each workstation.
  • Any device — works in a browser on Windows, Mac, tablet, or phone.
  • Same encryption — identical to every other method here.

Start a free trial — you can always add an integration later.

Integrate directly with Ortho2 Edge

Prefer to send without leaving your software? Send securely right from the Email feature in Ortho2 Edge — attachments included — just like the demo above. See the Ortho2 Edge setup guide.

Or use it with Outlook

Already working in Microsoft Outlook? Send secure messages right there with the Send It Secure Outlook add-in — new Outlook, classic Outlook, Outlook for Mac, and Outlook on the web.

Common questions

Is it HIPAA compliant?
Yes. Messages and attachments are encrypted in transit and at rest, and we sign a Business Associate Agreement (BAA) with every client.

Does the recipient need an account or software?
No. They open your secure message in a browser on any device, verify, and can view, download, and reply — nothing to install.

Do I need to change how my team sends?
No. They keep using the Email feature in Ortho2 Edge; Send It Secure handles the encryption behind the scenes through Outlook.

Built for orthodontic and dental practices that share records and referrals every day.

Want this in your practice? Start a free trial, and we'll help you connect it to Ortho2 Edge.

Questions? Reach out and we'll walk you through it.

All names, practices, and data shown in the video are fictional.