General Settings for Group Communication Settings

General Settings for Group Communication Settings

QuoteFind the General Settings via Location Setup > General tab > Group: Communication Settings

General Settings 

Activate eChat

eChat is an electronic messaging service allowing users to send messages to one another either individually or in groups to minimise the need for verbal communication in front of the patients.
  1. Go to Location Setup > General tab
  2. Group: Communication Settings
  3. Select Yes against Use eChat

Auto-Logon to eChat

Follow these steps to log in to eChat automatically when starting the software; the user does not need to remember to log on to eChat after starting the software. It will require the user’s login details at the time of starting the software.
  1. Go to Location Setup > General tab
  2. Group: Communication Settings
    1. Select Yes against eChat: Auto Logon (Common Access)
  3. Go to Location Setup > Security tab
  4. Click the Security Status icon 
    1. Place a tick against Start/Access to D4W
    2. Click OK                                                                                                                                            
  5. Ensure all current employees have access to do this,
    1. Go to the Users sub-tab
    2. Highlight the employee name 
    3. Place a tick against this setting in Modes/Actions

Pre-requisites of Setting up E-mail in D4W

D4W gives users the ability to send emails from the software to patients, however, there are some pre-requisites required before it can be setup.
  1. Have an internet connection.
  2. Know your SMTP (Simple Mail Transfer Protocol) address.
  3. Know your SMTP Port.
  4. Know whether this SMTP requires SSL (Secure Socket Layer) encryption.
  5. Have a valid email address for this SMTP.
  6. Know the password for this email address
Setup Prerequisites 2 - 6
  1. Location Setup > General tab
  2. Group: Communication settings
    1. Refer to items 2 - 6 above for what needs to be set 

Setup to E-mail from a Patient File

The ability to e-mail direct from a patients' file exists, in all areas of Patients Records where printing is available
  1. Go to Location Setup > General Tab
  2. Group: Communication Settings
  3. Use E-mail for Single Messages = Yes
  4. E-mail sending service for Single Message = Select appropriate
  5. Internal D4W Mail Service: This selection allows user to insert a message before sending e-mail. It does not have an Outbox, so sent e-mails cannot be tracked.
  6. Add E-mail Service (with support SSL): This selection requires setup by Centaur support or your IT technician, with specific email details.
  7. Windows E-mail client (MAPI): This selection is used if user prefers the e-mail to go to the Outlook outbox before sending. It does not allow for a message to be written beforehand, but once sent will be shown in Outlook’s Sent box. This selection requires the following additional setup, also in General Settings > Group: Communication Settings
  8. Enter E-mail account name on  computer (MAPI)
InfoNext, select the e-mail attachment method (link coming soon) - PDF or HTML
    • Related Articles

    • General Settings Group for "Communication Settings" in D4Web

      Custom Settings for Communication Settings features. Note that the settings are listed here alphabetically for easier search/reading, however may not be in the same order in D4Web Where to find the General Setting page Click the navigation menu > ...
    • General Settings for Group Automation in D4W

      Find the General Settings via Location Setup > General tab > Group: Automation General Settings Activate Automation Feature Automation allows Appointment reminders, Recalls reminders, Queries or promotion communication and Debtors reminders to be ...
    • General Settings for Group eServices in D4W

      Find the General Settings via Location Setup > General tab > Group: eServices General Settings ePayments: Allow REFUND of eAppt deposit from Appointment Book Deposits created from eAppointments that have been booked can be refunded from the ...
    • General Settings for Group Patients in D4W

      Find the General Settings via Location Setup > General tab > Group: Patients General Settings Alerts: when Alert is triggered by date, and date was missed, show on next D4W/PSS start? When a Patient Alert (see Add Alert to Patient File section) is ...
    • General Settings for Group UAE Specific Settings Group in D4W

      Find the General Settings via Location Setup > General tab > Group: UAE Specific settings group General Settings Format of eClaim ID This general setting will allow to change the format of the eClaim ID. Go to Location setup > General tab Group: UAE ...