ORION HEALTH COMMUNICATE
SECURE COMMUNICATIONS ACROSS HEALTHCARE TRAINING PRESENTATION ADMINISTRATOR TRAINING STEPS
• Administrator sign in at https://management.orionhealthcloud.com • Administrator sets up challenge questions • Sign in to mailbox • Orient to mailbox, create signature line • Minimize mailbox • Return to admin log in screen and log out / Click log in again & STOP • Go to self-registration link • Create the other boxes, including any shared boxes • Return to admin screen and approve box(es) • Check e-mail for shared box ID and password • Log into shared box self-service center, set up challenge questions • Log into shared mailbox and assign others permission to access it • Create a signature line
Page 2 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE FIRST TIME LOGIN THESE INSTRUCTIONS ARE FOR ALL COMMUNICATE USERS WHICH URL? https://management.orionhealthcloud.com https://dsm.orionhealthcloud.com
First.Last First.Last ●●●●●●●●●
First time login. Requesting new accounts. Routine mailbox use. Setting up a “Shared” Account management. Password resets. mailbox. User preferences. Challenge question set up, prior to mailbox use. LOGGING IN FOR THE FIRST TIME
Before you Begin: You will receive an email informing you that your request for a user account has been approved. The email will include your username and initial password.
First time logging in: • On the Account Management Portal Login page, enter your username and initial password. • You will then be asked to change your password. As you meet the password requirements, the boxes will turn green.
Password Requirements: • expires every 90 days. • must be between 8 and 12 characters long. • must contain at least one and a maximum of 3 numeric characters. • cannot contain the characters < > " ' ( ) • cannot contain your username. • cannot contain your first or last name.
Page 5 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE
ACCOUNT MAINTENANCE | MODIFY YOUR USER PROFILE
Modify Your Information: • From the Account Management Portal menu, select Self Service Center > Edit Your Profile.
Change Your Password: • From the Account Management Portal menu, select Self Service Center > Change Password.
Change Your Challenge Responses: • From the Account Management Portal menu, select Self Service Center > Challenge Response.
Page 6 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE LOGGING IN FOR THE FIRST TIME
First time logging in: 1. After changing your initial password, you can now login to your Management Portal account. – This is to manage your profile and other users’ accounts if you are an Administrator. 2. Click DSM Web (Webmail) to redirect to the login page for the Communicate Web Client. – Communicate Web is the email platform where you will send/receive your secure messages. – The login information is the same as the updated information from your Management Portal account. – https://dsm.orionhealthcloud.com/co ncerto/Login.htm
Page 7 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE
ACCOUNT MAINTENANCE | RESPONSES
Purpose: This will allow the User to reset their Password without help from an Account Administrator.
Set Up: 1. From the Account Management Portal menu, select Self Service Center > Challenge Response. 2. Select three questions and enter an answer for each question. 3. Click the Save button. The following message is displayed: Responses Successfully Saved
Page 8 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE ACCOUNT MAINTENANCE | YOUR USER ACCOUNT
How to Reset your Password IF you created Challenge Responses: 1. On the Account Management Portal Login page, select Forgot your password? 2. Enter your username, then click the Unlock Account button. Communicate will send you an email with instructions. 3. Click the link in the email to answer your Challenge Response questions. Note that this link is only valid for 5 days. 4. Click the Submit button. If you answered at least two out of the three questions correctly, you are requested to set a new password.
How to Reset your Password IF you did not create Challenge Responses: • Ask your Administrator to reset your Password.
Page 9 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE ORGANIZATION ADMINISTRATORS COMMUNICATE WEB REVIEW A USER ACCOUNT REQUEST
Before you Begin: • You must receive an email notification requesting a user account.
Reviewing a User Request: 1. Log in to the Account Management Portal as an Organization Administrator. 2. Click Request Approval > In-Box. 3. From the Unclaimed Tasks (Candidate) pane, click the Add (+) icon to claim the user account request. 4. Click a request on the Claimed Tasks (Assigned) Things to Note: pane. 5. Review the details on the Request Information • Once you have claimed a request, no other page. Administrator can review the Account Request. 6. Enter a reason for your decision, then click the • The “Comments” section will be visible in the email Accept Request or Reject Request button. sent to the user upon accepting/rejecting the request.
Page 11 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE RESET A USER’S PASSWORD
Process: 1. In the Account Management Portal, select Access Management > Manage User. 2. Search for the desired User by using at least one of the following: Last name, Principal name, Organization, Email Address, User Status or Role 3. Click on the Name of the User. 4. On the left pane, select Reset Password. 5. Select the Auto generate the password. User is not required to enter a password checkbox. The Send the password to the user via email. Requires an email address checkbox is already selected for you. 6. Select the Save button. The following message is displayed: User password is reset successfully
Page 12 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE UNLOCK A USER’S ACCOUNT
Process: 1. In the Account Management Portal, select Access Management > Manage User. 2. Search for the desired User by using at least one of the following: Last name, Principal name, Organization, Email Address, User Status or Role. 3. Click on the Name of the User. 4. If the user's account is LOCKED or DISABLED, click the Enable button to unlock the user's account. The following message is displayed: User enabled successfully. 5. Finally, reset the user’s password by clicking Reset Password.
Page 13 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE UPDATE A USER’S ACCOUNT INFORMATION
Process: 1. In the Account Management Portal, select Access Management > Manage User. 2. Search for the desired User by using at least one of the following: Last name, Principal name, Organization, Email Address, User Status or Role. 3. Click on the Name of the User. 4. To edit the User’s User Information or Organization Information, click on User Info to the left. 5. Click Save at the bottom of the page. 6. To edit the User’s email address for notifications, click on Contact Info. 7. Click the Edit Icon under Actions to edit the email address. 8. Click Save in the window.
Page 14 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE SET UP A SHARED ACCOUNT FOR YOUR FACILITY
Purpose: • With shared mailboxes you can assign all of your staff to be linked to a “Facility Mailbox” that will allow management by all for messages sent to that inbox. – Example: Patients send messages to a Facility Mailbox that all staff has access to. Creation Process: 1. On the Account Management Portal page, click on the Self-Registration link. 2. Complete the following fields. The asterisk ( * ) indicates a mandatory field. – Create an account name for your site with the format of
Page 15 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE
SET UP A SHARED ACCOUNT FOR YOUR FACILITY
Set Up Process: 1. Once you have received the email with your initial login information, go through initial password set up on the Account Management Portal page. 2. Log on to Communicate Web. 3. On the Preferences screen, under Shared settings, select the Share My Mailbox checkbox to enable sharing. 4. In the Give Access To field, start typing the names of the users you want to link to the shared mailbox. Possible matches are displayed as you type. 5. Select a user from the list. 6. If you want to add additional users, click the Add user link. 7. Click the Save button. Note that the shared settings will not take effect until you save. 8. Verify with the Users that you authorized if they can see the shared mailbox in their account. 9. To Remove a User, click the “X” next to their name in the Shared settings to take away access.
Page 16 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE DISABLE A WEBMAIL USER FOR YOUR HCO
Process:
1. From the Account Management Portal menu, select Access Management > Manage User. 2. Search for the desired user. 3. Click the Search button. 4. Select the user from the search results. 5. Click the Disable button at the bottom. – The message User disabled successfully is displayed, and the Acct Status field changes to DISABLED.
Page 17 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE ADMINISTRATION REVIEW
Page 18 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE WEBMAIL ADMINISTRATION
https://management.orionhealthcloud.com
1. User Account Request 2. Administrator 3. Approval triggers an e-mail message to the address (Self-Registration) for an approves User Account associated with the new account, providing the user name individual’s mailbox and temporary password
4. User chooses a new password and sets up security 5. If the new box is a “Shared” mailbox, the Administrator challenge questions in the “Self-service Center” before going completes the previous steps, logs in, and shares the box to the Communicate Webmail log in screen with approved users in the preferences screen
Page 19 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE WEBMAIL MAILBOX https://dsm.orionhealthcloud.com
If the new box is a “Shared” mailbox, the Administrator The password for the two log in completes the previous steps, logs in, and shares the screens should be in sync. box with approved users in the preferences screen
Page 20 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMON HELP DESK REUESTS
Page 21 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE CAN’T LOG IN Possible issues – • Which website are they logging into? – https://management.orionhealthcloud.com – https://dsm.orionhealthcloud.com • Are the two in sync? Passwords should be set initially, and subsequently reset, in the management site, then use the new password to log into the mailbox. • Is Caps Lock on? • Too many bad attempts – Locked out/Inactive?
Page 22 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE CAN’T SET/RESET PASSWORD • If they are using copy and paste of their initial password, it may be adding a space or carriage return. Use the “bird’s eye” to see what’s being pasted into the password field. • If their new password is being rejected, do they have too many or two few numeric characters? It must have one, two, or three numeric characters; four will cause the password to be rejected. • For resets, make sure they have set up their security questions in the admin screen.
Page 23 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE MESSAGES NOT BEING RECEIVED
• Ask them to send a screenshot via Direct, or at least provide the sending and receiving addresses and the time the message was sent. • Get details for a ticket – was there an attachment? What kind? • Report the details to NMHIC Help Desk personnel who will submit the problem to Orion in a Support Tracker ticket. Send any protected health information (PHI) to the NMHIC Help Desk via Direct. [email protected]
Page 24 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE CAN’T FIND AN ADDRESS • If it’s an address they’ll use often, encourage them to put it into their personal address book. • It’s a good opportunity to ask if they have access to other lists that we can upload. There are minimum requirements for uploading to our directory, and we can send them a template spreadsheet with just a handful of fields to fill out.
Page 25 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE OTHER NUANCES
• If it’s a shared mailbox, to whom does the shared box belong (whose address is listed for notifications)? Are they logging into the shared box, instead of accessing it through their own box? That makes it difficult to keep all the passwords straight. • They may want to use an out of office reply to state to senders that their message has been received. (Set up in Preferences)
Page 26 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE When the Help Desk needs help:
New Mexico Health Information Collaborative (NMHIC) Health Information Exchange (HIE) E-mail: [email protected] | On Call Phone: (505) 938-9999 Direct Secure Messaging: [email protected] Response daily 8 am – 8 pm
Join us for helpful monthly webinars, 3rd Tuesdays at 11:30 am COMMUNICATE USERS COMMUNICATE WEB CREATING YOUR COMMUNICATE ACCOUNT THESE INSTRUCTIONS ARE FOR THE STANDARD USER ACCOUNT REQUEST AN INDIVIDUAL ACCOUNT
Before you Begin: • Ensure that your Healthcare Organization (HCO) has been set up with Communicate and that you know who the Administrator is in your Office.
Requesting an Account: • On the Account Management Portal page, click on the Self-Registration link.
Page 30 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE REQUEST AN INDIVIDUAL ACCOUNT
Requesting an Account: 1. Complete the following fields. The asterisk ( * ) indicates a mandatory field. 2. When complete, click Save. 3. Contact your Organization Administrator to approve your account request.
Things to Note: • Your first and last name cannot contain any spaces, or any of the following special characters. @ , ; # § ' [ ] ( ) _ . • The NPI is required for Providers. • Make sure you select the correct HIE and HCO, or else your account will not be approved. – HIE The network your Organization belongs to – HCO The official name of your Organization
Page 31 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE FIRST TIME LOGIN THESE INSTRUCTIONS ARE FOR ALL COMMUNICATE USERS LOGGING IN FOR THE FIRST TIME
Before you Begin: You will receive an email informing you that your request for a user account has been approved. The email will include your username and initial password.
First time logging in: • On the Account Management Portal Login page, enter your username and initial password. • You will then be asked to change your password. As you meet the password requirements, the boxes will turn green.
Password Requirements: • expires every 90 days. • must be between 8 and 12 characters long. • must contain at least one and a maximum of 3 numeric characters. • cannot contain the characters < > " ' ( ) • cannot contain your username. • cannot contain your first or last name.
Page 33 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE
LOGGING IN FOR THE FIRST TIME
First time logging in: 1. After changing your initial password, you can now login to your Management Portal account. – This is to manage your profile and other users’ accounts if you are an Administrator. 2. Click DSM Web (Webmail) to redirect to the login page for the Communicate Web Client. – Communicate Web is the email platform where you will send/receive your secure messages. – The login information is the same as the updated information from your Management Portal account. – https://dsm.orionhealthcloud.com/co ncerto/Login.htm
Page 34 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE
ACCOUNT MAINTENANCE | MODIFY YOUR USER PROFILE
Modify Your Information: • From the Account Management Portal menu, select Self Service Center > Edit Your Profile.
Change Your Password: • From the Account Management Portal menu, select Self Service Center > Change Password.
Change Your Challenge Responses: • From the Account Management Portal menu, select Self Service Center > Challenge Response.
Page 35 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE ACCOUNT MAINTENANCE | RESPONSES
Purpose: This will allow the User to reset their Password without help from an Account Administrator.
Set Up: 1. From the Account Management Portal menu, select Self Service Center > Challenge Response. 2. Select three questions and enter an answer for each question. 3. Click the Save button. The following message is displayed: Responses Successfully Saved
Page 36 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE ACCOUNT MAINTENANCE | YOUR USER ACCOUNT
How to Reset your Password IF you created Challenge Responses: 1. On the Account Management Portal Login page, select Forgot your password? 2. Enter your username, then click the Unlock Account button. Communicate will send you an email with instructions. 3. Click the link in the email to answer your Challenge Response questions. Note that this link is only valid for 5 days. 4. Click the Submit button. If you answered at least two out of the three questions correctly, you are requested to set a new password.
How to Reset your Password IF you did not create Challenge Responses: • Ask your Administrator to reset your Password.
Page 37 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES THESE INSTRUCTIONS ARE FOR ALL COMMUNICATE USERS
COMMUNICATE FEATURES | WITH MESSAGES
Receiving Messages: • When you first log in to Communicate, the Inbox is shown by default. To view messages in other folders, select the wanted folder. • Select the message in the list to view the message contents on the screen.
Sent Messages: • Sent Messages can be viewed by clicking Sent in the left hand directory under MY MAILBOX.
Page 39 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | WORKING WITH MESSAGES
• To expand the message details panel, select the Message Details icon. • The following table displays the name of each field on the message details panel, along with an explanation of each field:
Page 40 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | WITH MESSAGES
Compose a Reply to a Reply All to Forward a Message Message a Message Message
Page 41 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | MANAGING FOLDERS
Types of Folders: • System Folders - Inbox, Drafts, Sent, and Trash. System folders cannot be moved, renamed, or deleted. • User-defined Folders - Folders you have created to organize your mail. Delete Folder
Process: Create Folder 1. Click on the Folder Icon of interest. a. If you want to delete a folder, be sure you have the correct one selected. b. If you are adding a folder, add the name and Move Folder select the Parent Folder. c. If you want to move a folder, select the folder you want to move to. Rename Folder d. If you want to rename your folder, enter in the new name. 2. Click the blue button to make your changes permanent.
Page 42 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | GLOBAL ADDRESS BOOK
What: • Ability to search all Communicate users within their HIE Network. • The Global Address Book is also referred to as the “Health Provider Directory” (HPD). • The HPD is maintained by the HIE Admins.
Features: • To/CC search field is set up to auto- complete the search from the HPD when looking for the direct address or Provider Name. • The Provider Search can search by First Name, Last Name, Organization and Specialty.
Page 43 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | PERSONAL ADDRESS BOOKS
GLOBAL PERSONAL Maintained by: HIE Administrators You
Includes: All Communicate Web Addresses of your choice Addresses in your HIE Network Visibility: All Communicate Web Users in Only You your HIE Network Distribution Must be done by the Ability to create your own Groups: Organization or HIE custom distribution group to Administrators send to
Page 44 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | PERSONAL ADDRESS BOOK
Viewing a Contact: 1. Select the Address Book link at the bottom of the left pane. The Address Book screen is displayed. 2. Select the contact. The contact details are displayed in the right pane.
Adding a Contact: 1. Select on the New drop-down button and select the New Contact option. 2. The New Contact screen is displayed. The mandatory fields are marked with an asterisk (*). 3. Add the contact details. 4. Select the Save button.
NOTE: The Add Group link is to add a contact to a group that you can create. See next slide.
Page 45 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | PERSONAL ADDRESS BOOK
Deleting a Contact: 1. Select the Address Book link at the bottom of the left pane. The Address Book screen is displayed. 2. Select the contact from the Address Book. 3. Select the Delete button located at the top right corner. A warning message is displayed. – Select Confirm to delete the contact. The contact is also deleted from its group. – Select Cancel to cancel deletion.
Updating a Contact: 1. Select the Address Book link at the bottom of the left pane. The Address Book screen is displayed. 2. Select the contact from the Address Book. 3. Select the Edit button. The Edit Contact screen is displayed. The mandatory fields are marked with an asterisk (*). 4. Update contact details and select the Save button.
NOTE: The name of the contact will populate in the To/CC field of a new message.
Page 46 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | PERSONAL ADDRESS BOOK
Purpose: • A contact group enables you to maintain a list of email addresses and provides an easy way to send an email message to everyone in the group at once by addressing the email to the contact group. Viewing a Group: 1. Select the Address Book link at the bottom of the left pane. The Address Book screen is displayed. 2. Select the contact group. The contact group details will be displayed in the right pane. Adding a Group: 1. Select on the New drop-down button and select the New Group option. The New Group screen is displayed. The mandatory fields are marked with an asterisk (*). 2. Add the contact group details. – The contacts must be entries in your Personal Address Book in order to add them to a group. – Click the + to add more than one contact. – You can also click on the delete icon to remove a contact. – NOTE: When adding/editing a contact, you can assign a contact a group in the profile if the group exists. 3. Select the Save button.
Page 47 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | ADDRESS BOOK
Deleting a Group: 1. Select the Address Book link at the bottom of the left pane. The Address Book screen is displayed. 2. Select the Group from the Address Book. 3. Select the Delete button located at the top right corner. A warning message is displayed. – Select Confirm to delete the contact. The contact is also deleted from its group. – Select Cancel to cancel deletion.
Updating a Group: 1. Select the Address Book link at the bottom of the left pane. The Address Book screen is displayed. 2. Select the Group from the Address Book. 3. Select the Edit button . The Edit Group screen is displayed. The mandatory fields are marked with an asterisk (*). 4. Update the contact group details. 5. Select the Save button.
NOTE: The name of the group will populate in the To/CC field of a new message.
Page 48 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | AUTHORIZING ANOTHER PERSON TO MANAGE YOUR MAILBOX
Purpose: • You can authorize another person to manage your mailbox on your behalf. This includes visibility to all of your messages as well as the ability to send and manage messages on your behalf. Process: 1. On the left pane in Communicate Web, select Preferences. 2. On the Preferences screen, under Shared settings, select the Share My Mailbox checkbox to enable sharing. 3. In the Give Access To field, start typing the name of the user you want to share your mailbox with. Possible matches are displayed as you type. 4. Select a user from the list. 5. If you want to share your mailbox with additional users, click the Add user link. 6. Click the Save button. Note that your shared settings will not take effect until you save. 7. Verify with the User that you authorized if they can see your mailbox in their account.
Page 49 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | A SIGNATURE
Purpose: • Communicate Web enables users to automatically add a custom signature to all new, reply, and forwarded messages. This helps to identify the sender of the message. Message signatures can include details such as credentials and contact information. Process: 1. Select the Preferences tab at the bottom of the list of folders. 2. Select the Enable Signature checkbox to enable the message signature. 3. Enter the message signature to be added automatically when you send a message. You can customize the font style and insert links using the rich-text formatting buttons. Refer to Rich-text Formatting for details. 4. Select the Save button.
Page 50 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | ADDING A SIGNATURE
Please Note: • Please don’t copy and paste content from external sources into the signature editor. This includes text and images. • When composing a message from your individual mailbox and you have enabled signature in the preference screen, the signature will be inserted in the message automatically. However, if you are composing a message from a mailbox you were authorized to manage, you will have to add your signature manually or select the signature button from the rich-text editor toolbar.
Page 51 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | AUTO-FORWARDING MESSAGES YOU RECEIVE
Purpose: • Communicate enables users to have all of their messages automatically forwarded to other email addresses. This ensures that messages can be dealt with in a timely manner.
Function: • When a message is auto-forwarded, a copy of the message is left in the original recipient's Inbox. The forwarded message will display the Auto-Forward Received icon in the final recipient's Inbox folder. The forwarded message will also display the Auto- Forward Sent icon in the intermediary's Inbox folder. • Auto-forwarded messages in the final recipient's mailbox include a via label in the header of the open message, specifying who last forwarded the message.
Page 52 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE COMMUNICATE FEATURES | MESSAGES YOU RECEIVE
Before you Begin: • Ensure that you have created a contact group in your Personal Address Book.
Process to Enable: 1. Select the Preferences tab at the bottom of the list of folders. 2. Select the Enable Auto-forwarding checkbox to enable auto-forwarding. 3. Select the contact group. 4. Select the Save button.
Page 53 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE
COMMUNICATE FEATURES | OUT OF OFFICE AUTO-REPLY Purpose: • Communicate enables you to configure an out of office or automatic reply to respond to people who send you an email message. This helps inform people that you are not in the office or that your response might be delayed. Automatic Replies can include details, such as alternate contact information.
Process to Enable: 1. Select the Preferences tab at the bottom of the list of folders. 2. Select the Enable Auto-Reply checkbox to enable the out of office auto-reply. 3. Enter the message to be sent when you receive a message. 4. Select the Save button.
Page 54 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE
COMMUNICATE FEATURES | MESSAGE RULES Purpose: • Allows you to create rules to automatically filter incoming messages by content or address into a custom folder.
Process to Enable: 1. Select the Preferences tab at the bottom of the list of folders. 2. Define the Condition (See Chart) 3. Define the action to take when a message meets a condition. For example, in the Move to Folder field, select the folder to file the message into when the condition matches. (Example: The picture to the right shows that any messages with the subject Referral, should be move to the Referrals Folder.) 4. Select the Save button to save your changes. 5. To add additional rules in the Message Rules panel, select the Add Rule link.
Page 55 • 2015 © Orion Health™ group of companies THINKING SOFTWARE FOR LIFE