Page Comparison

You may require some assistance from your IT provider as they may have the access required to obtain or control the settings needed to set up your email account within EXACT aswell as providing any technical assistance needed.
As some email providers require additional settings to be enabled before they will work within 3rd party software we have broken down the article to help you configure your specific email account within EXACT based on your Email Provider.
The most popular email providers Port & Mailserver settings can be found here.

Before your Office365 email account will send and/or receive emails in a 3rd party software (EXACT) the Office Admin/Account holder needs to log in to https://portal.office.com, then find the user/email account and tick the SMTP option for EXACT to be able to send emails and either the POP or IMAP (recommended) option before EXACT can receive emails.

One option could be to use an app password, Microsoft have a useful support article for how to Manage app passwords for two-step verification. Once you have followed the instructions you will be provided with an app password, this is the password to be entered into your EXACT email configuration setup.

1. Once the above has been done, with your Email address and email password ready..

2. Log into EXACT (as a high enough user), then go to Configure > Email Parameters

3. Enter the Email Address into the “Practice email Address field

4. Enter the same into the User Name field and the password in the Password field.

5. Enter the Incoming Mail Server outlook.office365.com (port 993 for IMAP, recommended) (Port 995 for POP) or leave blank and untick “Enable incoming mail” if you’d prefer to read your emails outside of EXACT. Tick the IMAP box if port 993 is being used.

11. Enter the Outgoing Mail Server smtp.office365.com (port 587) then Tick the Use Authentication checkbox. You should have a screen that looks like this

12. Click Test Credentials, see “Test Successful”, click Next until you get to “finish” to save the new email details.
If this test fails it could be that the password, a mailserver/port is wrong or the account requires additional settings to be enabled. Please speak to your IT for further advice.
13. A prompt may appear to change the email in practice information too, click yes (this means all future communications to patients has the updated email address included).

This guide should provide all the information to assist setting up a @Yahoo email account.

Before you attempt to configure EXact you must first visit
https://login.yahoo.com/account/security?.scrumb=za8qMKmDmdv

Once logged in you will see at the bottom of the page “Generate App Password”

On the screen that appears, from the drop down choose “OTHER” and type EXact, like below.

Click Generate and now take note of the password provided

Once done the page should refresh and now show Manage App Passwords and show EXACT specifically.

EXACT Settings:
Incoming Mail (IMAP) Server
Server - imap.mail.yahoo.com
Port - 993
Outgoing Mail (SMTP) Server
Server - smtp.mail.yahoo.com
Port - 465 or 587

Requires authentication - Yes

PASSWORD Is the noted password from step 1!

If the practice wish to also receive emails into EXact be sure to check “Enable Incoming Email” -

Only use Port 993 with IMAP to avoid deleting any previous emails of the Yahoo Webmail.

Any questions please speak to a Senior