Permissions Required: Clinic Staff must have Administrator, Billing Assistant, Billing Manager, Clinical Director, Front Office, Front Office Assistant, Operations Manager, or Staff Therapist assigned in order to send Email via Digital Secure Messages.
Messaging: Email Setup
Important: As a reminder, it is a HIPAA violation to send Personal Health Information (PHI) via unsecured Email.
The Email system in Fusion Enterprise allows for an email account for each clinic or holding company as well as one additional default account. When sending an email the user can specify which account they wish to use and will be limited to the clinics for which they have permission to view in the system.
Prior to sending or receiving an email, you will have to set up the email accounts that you wish to use with the system. This is done under Administration -> General Information -> General -> Email Settings.
Right-Clicking on the grid on the right you will be presented with the following menu:
Email Setup Menu
| Add.. | Allows you to add a new email setting. |
| Edit | Allows you to edit the currently selected entry. |
| Delete | Deletes the currently selected entry. |
| | Prints the grid. |
| Refresh | Updates the screen and checks for any changes made by other users. |
| Close | Closes the menu |
Selecting add or edit brings up the following screen:
Email Settings
| Location | The location drop down will contain a list of all of your clinics and holding companies plus the default. |
| Protocol | Indicates the settings are for Inbound (IMAP or POP3) or Outbound / Outbound Email (DSM). |
| Host Name | Host Name of the protocol (ie smtp.gmail.com) |
| Port Number | Port number for the protocol (ie 25) |
| User Name | The username of the email account. |
| Password | The password of the email account. |
| Security | Security type if required (None or SSL) |
| Archive Folder | The folder where you want messages saved after they have been read from the server. This is only used for IMap style accounts and must already exist. |
You will add two rows for each account: an inbound row and an outbound row. These settings are available from your email provider.
Example: For a typical Gmail account you would use the following settings: