NHS.net Connect Email Accounts
Your system can connect to your practice NHS.net or NHS.scot email account, allowing you to send and receive emails from EXACT using your practice email account.
Configuring an NHS.net Connect Email Account in EXACT
⚠️ Note: Before adding your NHS.net Connect credentials in EXACT you will need the NHS to enable your chosen NHS.net email account as an Application Account. To do this, submit your request at; https://support.nhs.net/knowledge-base/application-account-requests/.
- Log into EXACT.
- Go to Configure - Email and SMS Setup.
- Select Microsoft Office 365.
- Enter your email address into Practice Email Address.
- NHS.net Connect uses Microsoft Office 365 for configuration.
- Â Click Authenticate.
⚠️Note: Ensure you select whether your incoming mail works via POP3 or IMAP (recommended). If you do not require EXACT to receive emails you can untick the Receive Email option.
💡POP3: Using POP3 is likely to pull every existing email into EXACT and will remove them from everywhere else you’d usually see them, these can not be retrieved!
💡IMAP: This option will retain a copy of the emails on the mail server so you can continue viewing existing and new emails external to EXACT (i.e. Outlook, online).
⚠️Note: After receiving emails via IMAP, EXACT may mark the emails as “read” on your mail server. - You will be prompted by Microsoft to confirm your login, credentials and any Multi Factor Authentication (MFA) your account has enabled.
- Follow the authentication instructions.
- Once complete, the Status will update to a green tick and the text Authenticated.
- Sign into your NHS.net account.
- Once you have successfully logged into your NHS.net account a green tick will appear in the email credentials window in EXACT.
- Select Next until the end of the wizard and click Finish to save all changes
- If this is a new email account, once your account has been authenticated and email setup you will be prompted to update the email in your practice information, click yes.
- This ensures all future communications to patients have your new email account.
Reset Mailbox Counter
This counter is used on the occasion that an entire mailbox is required to be re-downloaded to EXACT. An example of this would be when moving from a POP3 account to IMAP. Essentially this will re-download all emails, otherwise the counter will only retrieve new emails from your mailbox into EXACT.
⚠️Note: This action can only be performed by an EXACT administrator. If signed in as an administrator your credentials will be pre-populated in the fields otherwise these will appear with no credentials and require entry.
Troubleshooting
If the test continues to fail please make sure you have a copy of the confirmation email from the NHS regarding the account now being an “Application Account” and contact the SOE Support team for assistance.
If your emails are sending but not receiving and you are seeing the below error, please contact the NHS on helpdesk@nhs.net or 0333 200 1133 and request that IMAP is enabled for your application account.
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