Email / SMS - Revision history

Optiwiki: /* Email / SMS Account */

2023-05-30T14:26:18Z

‎Email / SMS Account

Optiwiki: /* Email / SMS Account */

2022-03-10T14:57:12Z

‎Email / SMS Account

Optiwiki at 14:57, 10 March 2022

2022-03-10T14:57:02Z

Optiwiki at 14:47, 22 February 2022

2022-02-22T14:47:49Z

Optiwiki at 14:13, 14 November 2017

2017-11-14T14:13:14Z

Optiwiki: /* Email / SMS Account */

2017-11-14T14:10:58Z

‎Email / SMS Account

Optiwiki: /* Patient Requirements */

2017-11-14T14:10:45Z

‎Patient Requirements

Optiwiki at 14:02, 14 November 2017

2017-11-14T14:02:20Z

Optiwiki at 14:01, 14 November 2017

2017-11-14T14:01:59Z

Optiwiki: /* Overview */

2017-11-13T13:55:08Z

‎Overview

@@ Line 25: / Line 25: @@
 ==Email / SMS Account==
-In order for the Email / SMS module to work, and account has to be setup. To get to Email / SMS Account Maintenance go to the Patients module and click on Security in the toolbar, then click on the Email / SMS button.
+In order for the Email / SMS module to work, and account has to be setup. To get to Email / SMS Account Maintenance go to the Email / SMS module and click on Maintenance tab in the toolbar, then click on the Email / SMS Account button.
 <center>[[image:EmailSMSAccount.jpg|border|1020px|Email SMS Account]]</center>
@@ Line 31: / Line 31: @@
 You will now be able to enter the details for both Email and SMS accounts. Any many accounts can be added as necessary. There is also the prevision for dedicating one account for Recall and Appointment Notification purposes.
-Once you have entered your account, it will need attaching to one or more User accounts. To do this go to the Records module and click on Security in the toolbar. Load a User account by clicking on them in the data grid at the bottom of the screen. User accounts are able to have different Email / SMS accounts at different Branches, therefore, you will then need to highlight the necessary branch in the Branches list, before choosing the relevant Email / SMS account from the combo box.
+Once you have entered your account, it will need attaching to one or more User accounts. To do this go to the Patients module and click on Security in the toolbar. Load a User account by clicking on them in the data grid at the bottom of the screen. User accounts are able to have different Email / SMS accounts at different Branches, therefore, you will then need to highlight the necessary branch in the Branches list, before choosing the relevant Email / SMS account from the combo box.
 [[Optisoft.NET Help|Home]]

@@ Line 27: / Line 27: @@
 In order for the Email / SMS module to work, and account has to be setup. To get to Email / SMS Account Maintenance go to the Patients module and click on Security in the toolbar, then click on the Email / SMS button.
-<center>[[image:EmailSMSAccount.jpg|border|700px|Email SMS Account]]</center>
+<center>[[image:EmailSMSAccount.jpg|border|1020px|Email SMS Account]]</center>
 You will now be able to enter the details for both Email and SMS accounts. Any many accounts can be added as necessary. There is also the prevision for dedicating one account for Recall and Appointment Notification purposes.

@@ Line 4: / Line 4: @@
 The Email / SMS module is a built in communications hub, that allows you to contact your patients via Email or by the Short Message Service(SMS), more commonly known as texting. It also enhances some of the other modules within Optisoft.NET.
-<center>[[image:ModuleEmailSMS2022.png|border|700px|Email SMS Queue]]</center>
+<center>[[image:ModuleEmailSMS2022.png|border|1020px|Email SMS Queue]]</center>
 ==Email / SMS Queue==

@@ Line 4: / Line 4: @@
 The Email / SMS module is a built in communications hub, that allows you to contact your patients via Email or by the Short Message Service(SMS), more commonly known as texting. It also enhances some of the other modules within Optisoft.NET.
-<center>[[image:MainEmailSMS.png|border|700px|Email SMS Queue]]</center>
+<center>[[image:ModuleEmailSMS2022.png|border|700px|Email SMS Queue]]</center>
 ==Email / SMS Queue==

← Older revision		Revision as of 14:13, 14 November 2017
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	Once you have entered your account, it will need attaching to one or more User accounts. To do this go to the Records module and click on Security in the toolbar. Load a User account by clicking on them in the data grid at the bottom of the screen. User accounts are able to have different Email / SMS accounts at different Branches, therefore, you will then need to highlight the necessary branch in the Branches list, before choosing the relevant Email / SMS account from the combo box.		Once you have entered your account, it will need attaching to one or more User accounts. To do this go to the Records module and click on Security in the toolbar. Load a User account by clicking on them in the data grid at the bottom of the screen. User accounts are able to have different Email / SMS accounts at different Branches, therefore, you will then need to highlight the necessary branch in the Branches list, before choosing the relevant Email / SMS account from the combo box.
		+
		+
		+	[[Optisoft.NET Help\|Home]]

@@ Line 20: / Line 20: @@
 Although not completely mandatory, if you wish to send an Email or SMS to a Patient Record, that record must have a Mobile Number or Email Address.
-<center>[[image:MobileEmail.jpg|border|700px]]</center>
+<center>[[image:MobileEmail.jpg|border|700px|Patient Requirements]]</center>
 There are 2 fields dedicated to such information on the Patient record. Both fields have format checks on them, to make sure you have entered the information correctly. The text will remain red until the correct information has been entered.