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Setting up Email Reminders


Although this is titled Email Reminders, setting up this section of myPractice also allows you to use the other email functions in myPractice. These are emailing Invoices and Letters.
 
Setting up Email Reminders
1

Outgoing Mail Server

1. Outgoing Mail Server
This is the server used to send your email. It is usually prefixed by "mail" or "smtp". This information will be available on your email hosts website. Search for details on the "Outgoing" or SMTP mail server.
For example the gmail server is smtp.gmail.com (as shown above) or hotmail is smtp.live.com
 
For myPractice Live Fully Hosted users set this to localhost
 
If sending mail from Outlook.com or Live.com then Microsoft will at some point need you to sign into your account and verify it. This message is sent randomly as we have no way of getting around this. So, if you see this message, then please sign into your Outlook.com or Live.com email account to validate it. After doing this you should be able to continue sending from myPractice.
 
 
Please follow this link to see details about this from Microsoft's support - http://windows.microsoft.com/en-AU/windows/outlook/verify-account
 
2

Outgoing Mail Server credentials

2. Outgoing Mail Server credentials
This is the username and password used to access your email.
 
For myPractice Live Fully Hosted users leave these fields blank.
3

Reply to Email Address

3. Reply to Email Address
This is the address that the email is to be replied to. It would be usual for this to be a central email address, for example, admin@yourmaildomain.com.au or reception@yourmaildomain.co.nz.
4

SMTP Port details

4. SMTP Port details
The SMTP Port is the channel that the mail is transferred using and will be dictated by your email host along with whether SSL is used. For example gmail is 465 and hotmail is 25.
5

SMTP Timeout

5. SMTP Timeout
The timeout indicates the time allocated to trying to send a message before it stops trying, if, for some reason the message cannot be sent. Most email hosts also have recommendations on this timeframe. Google suggests between 1 and 5 minutes.
6

Edit Email Reminder Template button

6. Edit Email Reminder Template button
7

Test Email button

7. Test Email button
Use this button to test sending an email using your settings above.
8

SMS Reminder testing buttons

8. SMS Reminder testing buttons
See details on using these buttons in the Setting up SMS Reminders section
9

SMS Warning Threshold

9. SMS Warning Threshold
See details on using these buttons in the Setting up SMS Reminders section
10

Apply

10. Apply
Click Apply to save the changes and keep the options window open.
11

Cancel

11. Cancel
Click Cancel to disregard changes and close the options window.
12

OK

12. OK
Click OK to save changes and to close the options window.