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  • From the Section pull-down, choose System Constants (may require additional security access)
  • Click on Email Reminders
  • Under the Server section, enter Outgoing Mail Server information (also known as an SMTP server) and Incoming Mail Server Information (also known as a POP server).
    • Outgoing Mail Server information is used to send emails
    • Incoming Mail Server information is used to check for bounced emails (emails sent to addresses that are bounced back due to incorrect or no longer in use email addresses). 
  • Under Options, enter
    • From Address - the address you type here is the address from which Email Reminders will be sent
    • Reply to Address - the address to which replies will be sent
    • E-Mail Subject - the email subject for reminder notifications
    • Check off Send Reminders by Email If Possible
  • For Troubleshooting or additional configuration information, the following documents have been created 

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Clinics have the ability to email an RTF* version of the word processing document to clients.

*Note: DVMAX v8.8 and higher allows for the ability to email a PDF version of the document.

  • From the Client or Patient Word Processing tab, open the word processing document to be emailed
  • Click the email icon 
  • Enter the clinic's email address in the From field
  • Enter a client email address in the To field (If there is only one email address option, the address will automatically populate the field). If the patient has referral information listed, and the referral source(s) has an email address, those email addresses, along with the client email address, will be listed in the Choose an Email Address pull-down.
  • Enter a Subject and Message
  • Click Send
  • The word processing document will be sent as an RTF formatted attachment

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