Set up default portal email reminder
The default Physician Portal e-mail reminder is used when no other settings are specified for individual physicians or group practices to ensure that all are notified of the orders, face-to-face documents, and CTIs for review.
- Go to Administration>Configuration>Clinical>Portal E-mail Reminders.
- On the Default tab, specify the time and days of the week for the default email reminder. Be aware that the e-mails are using the time set up on the server where the service manager is installed.
- In the E-mail Sender Address field, enter the e-mail address that will be used as a "From" address when sending e-mail to the physician. The same address is used as a "To" address when sending a test message.
- In the SMTP Server IP Address or Hostname field, enter the Internet Protocol address of your SMTP Server for electronic e-mail transmission. You can test the connection to the SMTP server.
- Select the port number used by your SMTP Server.
- Select whether the SMTP Server requires authentication. If it does, enter your SMTP Server username and password.
- Enter the message subject and body for the email reminder. You can use [nameLast] and [numberDocuments] in the template so that the system automatically inserts the name of the physician and the number of documents to sign.
- Save your changes.
- You can test your SMTP settings by selecting Send Test Message.
The test message is sent to the address defined in the email Sender Address field. If the system indicates that the e-mail has been sent but you have not received it, then this might be the spam filter of your e-mail box.