Email Address Edit

In the Main Menu, click File, User Email Address.

Alternatively, for shared emails, in Email Setup, click Add, or double-click on an existing address to edit.

Note: If accessing this window from the Main Menu, File, User Email Address, then this email is specific to a user. No other users will be able to see emails sent to the address.

Enter the email settings. You may need to consult your email provider.

Username: The full email address.

Use SSL: Check the box to enable SSL/TLS. Uncheck it to disable SSL/TLS.

Password: The password for this email account. For Gmail accounts, see below.

Required for Gmail addresses: Only needed if using a gmail account.

Outgoing SMTP Server / Outing Port: Settings used to send email. Implicit SSL ports (e.g. 465) cannot send encrypted email.

Email address of sender: This email address is the display name, but not all email providers will recognize it. It will appear in the From address instead of the username (full email address), though the username credentials will still be used. When sending encrypted email, this field is ignored. (e.g. If Sparkly Dental <> the recipient will see Sparkly Dental as the sender instead of

Incoming POP3 Server and Port: Settings used to receive email.

User: The user associated with the email address. Click [...] to select a user.

  • Editing the user is only available when accessing this area from Email Setup.
  • Users must have the securityadmin permission to change the user assigned to an email address.
  • The default email address and WebNotify email addresses cannot have a user assigned.

For troubleshooting help, see Email Errors. For information about public certificate hosting for Direct messaging, see Email Certificate Hosting (used by EHR providers to exchange patient health information with other EHR providers).