Email setup, SMS, calendar syncs, and external service integrations.
We’ve prepared a separate Zoom Integration Guide which is available here. There’s also a page about ClinicOffice Telehealth on our main website here. If you have any further questions, please feel free to email us.
If you have setup ClinicOffice to send emails via your Microsoft Office 365 Business account and you’re receiving errors when trying to SEND emails, this is most likely caused by SMTP AUTH being disabled on your mailbox. To fix this please follow these steps… Open the Microsoft 365 admin centre and go to Users > […]
To allow your Yahoo account to work with ClinicOffice you will need to create what is known as an “App Password”. This is a unique 16 digit password that will allow a 3rd party application such as ClinicOffice to send emails via your Yahoo account. You can revoke this at any time. The steps below […]
If you wish to synchronize your ClinicOffice diary with a different Google Calendar account or if someone has already done so and the links between ClinicOffice and Google Calendar are now invalid, then you’ll need to completely reset the synchronization. Go to the Google Calendar Sync screen and click the ‘More Options’ link at the […]
With the ClinicOffice Email Manager, when you start entering an email address, ClinicOffice tries to be helpful by prompting you with a list of emails to pick from. This list is comprised of 2 elements :- [1] Emails which are in your database (i.e. for patients and contacts) [2] Recently used email addresses which you […]
This knowledge based article explains how to [1] send an email to multiple patients using our Email Manager or [2] how to extract email addresses from your database so that you can send emails to multiple patients via another program or online service. Using the ClinicOffice Email Manager Go to the Patient Grid Perform a […]
In October 2024, Google started blocking ClinicOffice from connecting to GMAIL accounts via OAuth… unless we pay an exorbitant fee. (A quick Google search reveals many other small/medium businesses have been hit too, but that’s another story!). Q. So can I use GMAIL with ClinicOffice? Yes, but you need to use an alternate method by […]
Users often asked how to view their ClinicOffice diary on a smartphone or tablet. Although this isn’t recommended for the main application, it is possible if you’re on the Hosted Edition of ClinicOffice. Of course, running a full Windows application on a mobile device isn’t always the best solution, so we would recommend using the […]
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