Your system can connect to your practice Outlook email account, allowing you to send and receive emails from EXACT using your practice email account.

Configuring an Outlook Email Accounts

Microsoft Outlook utilises Modern Authentication or OAuth 2.0 to connect to email accounts in third party software, such as EXACT.

⚠️ Please Note: All screenshots are correct at the time of publishing this article, Henry Schein One is not responsible for any changes implemented by third-parties in their software. Due to this, screenshots represented in this article may be out-of-date. Please refer to the software providers help guides for the most recent images.

Configuring an Outlook Email Account in EXACT

1. • Log into EXACT.
   • Go to Configure - Email and SMS Setup.
   • Select Microsoft Office 365.
   • Enter your email address into Practice Email Address.
   • Click Authenticate.
     • You will be prompted by Microsoft to confirm your login, credentials and any Multi Factor Authentication (MFA) your account has enabled.
     • You may be prompted to select your admin or primary alias account, if your account is not shown select User another account to add these credentials.
       
     • Follow the authentication instructions, confirming the instructions to allow access to your email account.
     • Once complete, the Status will update to a green tick and the text Authenticated.
       
   • 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.
       
       

⚠️ Please Note: Your configuration settings will not be saved until you click Finish on the last window in the configuration wizard, this is regardless if the test has been completed or not.

💡Tip: The level of encryption used when sending emails is determined by your email provider, in addition to this, the recipients email provider will also determine the level of encryption used.

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.

Blank or Incorrect Login Credentials for an Outlook Email Account

If, when logging into your email account your login credentials (username and password) are not auto-populated or are pre-filled with the wrong details, follow these steps;

1. Type settings into your Windows search bar at the bottom of your computer screen.
2. Click on the settings option.
3. Select accounts from the side menu.
4. Select the option; access work or school.
   • Select the connected account to reveal more options.
   • Click the disconnect option then proceed to disconnect from this account.
5.  Connect the correct account.
6. Retry your authentication in EXACT.

Additional Information

💡Tip: If you have set up a new email account within EXACT and use Campaign+ and clicked “Yes” to the prompt to update your practice email account please contact the EXACT support team to register your email account for sending Campaign+ communications (you will receive an email link from Amazon Web Services to confirm your new email account address).

• Microsoft Outlook Authentication configuration is available from EXACT V13.706.

• Personal or a non-business Microsoft email accounts are configured using alternative methods, please read the dedicated help article, Email configuration - Outlook and Hotmail (personal accounts).