How to enable sending e-mail directly from QuickEMR

  1. Visit Settings-> E-Mail/Fax Settings
  2. Select your service from the common services list.
    1. If your e-mail is not in the common services list select "Other"
    2. You must find your e-mail providers "proxy settings" Please contact your e-mail provider to obtain this. 
  3. Enter your username and password
  4. select "Save and Test Connection
  5. If you receive a notice stating "Authentication failed. Check username and password are correct. Password command failed" double check your username and password. If you are sure your username/password are correct view "Additional Steps" below. You will likely need to enable "Less Secure" login.
  6. Note: The official nature of e-mail's sent from QuickEMR causes them to often be identified as Spam or Junk mail. Please notify your users to check their junk e-mail filters and mark your address as safe.

Additional Step Gmail

Standard Login "Less Secure"

  1. Gmail calls standard logins "Less secure" when they are going through a 3rd party service like QuickEMR. These items are in fact just as secure as logging in on your phone or through a browser. If you entered your username and password successfully you may have even received an e-mail stating you attempted to login using a "Less Secure" method. You may safely ignore this e-mail and follow these directions below.
  2. To enable "Less Secure" apps on google visit: https://myaccount.google.com/lesssecureapps
  3. You may need to log into your corresponding e-mail account.
  4. Additional details about "Less Secure" login can be viewed here: https://support.google.com/accounts/answer/6010255?hl=en

Multifactor Authentication

  1. Multifactor accounts do not support the "Less Secure" setting. Instead you must generate a one-app password to allow the system to use your e-mail as a proxy.
  2. Generate the one-app password by visiting this page: https://myaccount.google.com/apppasswords?pli=1
  3. You must be the admin user account if you are using google apps.
  4. Under "Select app" select "Mail".
  5. Under "Select device" select "Other" and type "QuickEMR WebApp"
  6. Then select Generate.
  7. A pop-up will display your app password in a yellow box. Copy this and use it in the quickemr settings in place of your normal password. Record this password in a secure location such as a password manager like LastPass.com. If you lose the password you will have to revoke it and regenerate it by repeating these steps.

Additional Steps Yahoo

    Standard Login "Less Secure"

  1. Yahoo calls standard logins "Less secure" when they are going through a 3rd party service like QuickEMR. These items are in fact just as secure as logging in on your phone or through a browser. If you entered your username and password successfully you may have even received an e-mail stating you attempted to login using a "Less Secure" method. You may safely ignore this e-mail and follow these directions below.
  2. Visit your account security page at: https://login.yahoo.com/account/security
  3. You may be required to login to view.
  4. At the bottom of the list enable the setting to "Allow apps that use less secure sign in"
  5. Additional information about "Less Secure" login can be found here: https://help.yahoo.com/kb/SLN27791.html

Multifactor Authentication

  1. Multifactor accounts do not support the "Less Secure" setting. Instead you must generate a one-app password to allow the system to use your e-mail as a proxy.
  2. Visit your account security page at: https://login.yahoo.com/account/security
  3. You may be required to login again.
  4. At the bottom of the page you will see "Generate App Password" or "Manage App passwords". Select the link or click anywhere in the box respectively.
  5. In the pop-up under "Select your app" select "Other App" and type "QuickEMR WebApp" and select "Generate"
  6. The pop-up will now display your app specific password in a blue box. Copy this and use it in the quickemr settings in place of your normal password. Record this password in a secure location such as a password manager like LastPass.com. If you lose the password you will have to revoke it and regenerate it by repeating these steps.
  7. Learn more about multi-factor authentication and app passwords here: https://help.yahoo.com/kb/SLN5013.html