Setting up your Email

Where to go?

1. Users will be able to manage their email accounts under Settings->Email/Fax

2. Select Add Account

Adding an email for most email providers

1. Fill in the following fields

      **Personal emails should not be used for this feature
      a. Type in the name - the name is what your patient's will see and is typically the name of your facility
      b. Select your service provider
      c. Assign a user - determines who is able to send out messages from qemr using this email
      d. Input your email credentials - will be your email address and the password you use to sign into the email

Adding a Microsoft email w/ OAuth

1. If your email has O/Auth enabled, select Microsoft as the service provider

2. Enter the email address and click Submit
3. Once submitted, you will prompted to login to your email account to grant QuickEMR access

Adding a Gmail account

1. Select gmail as the service provider
2. Enter a name and your email address

Gmail: Grant Access

3. You will be prompted to sign into your Gmail account to grant Quickemr access 

Gmail: Error

If you receive an error while setting up your Gmail account, you may have already authorized Quickemr.
You must access your security settings within your Gmail account and deny access then reestablish connection.

Email Hosting Services or Other:

If you are using a web host such as GoDaddy or a email hosting provider
      a. You will need to select Other as the service provider.

      b. Input your email credentials
      c. input your server address, port, and authentication method and if applicable you may need to allow smtp setting for your email(s)
          *This is typically found in your settings and you may need to contact your service provider for additional help

Testing your email

 1. send yourself a test email by going to Tools -> Send Email


Transaction Log:

3. View the transaction log by going to Reports->Logs->Transaction Log

4. If the job status was given an ID[in this example (1)], your email was successful 

Failed Email

if the job status was not given an ID () the email failed to send and you may need to revise your email credentials or settings

• Related Articles

• Signature request to a referring physician via email

  Settings: Enable the Signature Request Feature 1. Ensure that the signature request is enabled, this feature should be checked by default. Users may find this under Settings->Referring portal Initiating a Signature Request step 1: 1. Users may send a ...

• Setting up Default Values - Place of Service, Patient Type, City, State and Zip Code

  Managing Patient Default Values: Where to go? Default Values can be set up upon creating a patient in the system. 1. This can be done under Settings->Defaults Default Settings Default Value Locations: Patient's Chart Patient Info Case Info Upon ...

• How to enable and use Quickemr Outcomes Survey?

  How to enable the Quickemr Outcomes? 1. Users may enable the Quickemr outcomes under Settings->Add-Ons 2. Check the Quickemr outcomes box and Save How to send an outcome survey to the patient? 1. Once enabled, an outcomes tab will appear on the ...

• How to enable and use Multifactor Authentication?

  Multifactor is a additional security feature within qemr that if enabled, qemr will need to confirm the identity of the user when logging in from a new location or if they have been absent for a long period of time (15 days of inactivity) Enable ...

• FOTO Integration Part 1: Set up your system

  This article discusses how to Set Up FOTO. For information on how to use FOTO visit Part Two Step 1: 1. Turn on Foto and set the API Key in "Settings" => "Add-Ons" => "Outcomes Type". Select the MIPS and MIPS Outcomes check-boxes on the same page if ...