VP Reminder Email Options

Use the Email tab of the Setup & Maintenance options to define how your VP Reminder email messages and your Quick Message email messages will be handled.

1. Open Outbound Integration Setup Tools - You can open this feature in multiple ways: Use the method that's most convenient for you.

   (If the VP Reminder option is not available, you first need to activate your VP Reminder integration. See "Set Up VP Reminder Integration" for details.)

   ViewPoint main menu - Tools & Utilities > Outbound Integration > Setup & Maintenance.

   

   ViewPoint toolbar - VP Reminder > Setup and Maintenance.

   

   ViewPoint shortcut menu - Add-In > VP Reminder > Setup and Maintenance. (If the VP Reminder option is not available, you first need to activate your VP Reminder integration. See "Set Up VP Reminder Integration" for details.)

   

2. Set Up Email Tab - Click to open the Email tab, and choose your settings.

   

   To - Enter the address to use for testing your VP Reminder settings (i.e. your own email address).

   From - Enter the address of the account that will be sending the reminder messages (i.e. your office address). Replies to VP Reminder messages will be sent to this address.

   Subject - Enter the text for the subject line of the email message, such as Orthodontic Appointment Reminder.

   Server - Enter the name of your email server. You can obtain this information from your Internet Service Provider (ISP).

   Timeout - Use this field to define the number of seconds to wait to successfully send an email message. If the message is not successfully sent within the time allowed, you will receive an error. We recommend trying 10 seconds. However, you may need to adjust the time for optimal results.

   Requires Login - Enable this option to require the system to successfully log into your email server before sending messages. This safeguard keeps others from using your mail server, a tactic frequently used by disreputable Internet marketers. We strongly recommend enabling this security feature. If this field is enabled, you must also enter your login username and password in the fields below.

   Port - Leave this field at 25, unless otherwise directed by an Ortho2 representative.

   Mail Login - If you enabled the Requires login option, described above, enter your email login username in this field.

   Password - If you enabled the Requires login option, described above, enter your email password in this field.

   Message Name / Message Body - Select the message to use to test your VP Reminder system. (See "Set Up VP Reminder Messages " for details about setting up your messages.) You can also press G beside the Message Name field to open your message table, or V beside the Message Body field to view the list of message variables, which may help you better understand the message text.

   Create Email Trace Log - Enable this option to save a log of messages and errors. See "Email Error Log" for details. We recommend you enable this option so that we can better help you resolve any issues you may have with your VP Reminder email messages.

3. Test Your Settings - Click Test Email to send the selected message to the address in the To: field at the top of the window. You can also click Abort to stop a currently active test.

   

4. Save Your Changes - Click Close to save the changes you have made and close the editing window.

More Information

Email Server - VP Reminder does not use Microsoft® Outlook or any other email software, but rather sends email reminders directly via an SMTP Server. Consequently, it is not necessary to have email software such as Outlook, but an SMTP Server is required. In addition, the workstation from which you intend to send email reminders must be connected to your network and the Internet.

Patient & Responsible Party Email Addresses - See "Set Up Patients & Responsible Parties for Reminders" for details about which email addresses will be used for VP Reminder and Quick Message messages.