By default, PracSuite sends email using our built-in email gateway (Send via PracSuite), which suits the majority of users. PracSuite also integrates with Gmail so that emails can be sent through your Google accounts instead of Send via PracSuite.
A key benefit of this integration is that sent emails will appear in the Sent folder of the Gmail account. A disadvantage compared to the Send via PracSuite option is that PracSuite is unable to receive information regarding an email being delivered or failed, so emails will only appear as Sent in the Messages tab of Patient and Payer files.
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To enable this integration, go to Settings > Integrations > Gmail
Select Edit and enable the toggle.
Linking Gmail accounts to PracSuite Businesses
Adding a Gmail account
Under the Business Emails heading, select Add to start the setup process.
The following prompt will appear:
After clicking Sign in with Google, you will be directed to log in with the Google account you wish to add to PracSuite. After entering your Google credentials, you will need to authorise PracSuite to send emails on your behalf. You must select this option to proceed with configuring the integration.
Once verified, the Gmail account will be added to the list of available accounts.
Edit the Sender Name and select the Access button to determine which Businesses can send email using this Google account.
Repeat this process as many times as required for all of your Google accounts.
Note: If PracSuite fails to authenticate with Google, all places where that account is selected will revert back to Send via PracSuite. The account will need to be verified again in Settings > Integrations > Gmail before it can be selected again on Businesses.
Adding Gmail Aliases / Send As Email Addresses to PracSuite Businesses
After registering Gmail accounts, aliases associated with these accounts can also be added to PracSuite using the Add button under the Send As Email Addresses heading.
Edit the Sender Name and select the Access button to determine which Businesses can send email using this Google alias.
Configuring Outbound Email Settings per Business
After adding Google accounts and aliases to PracSuite, the final step is to set Gmail as the Default Email Method and selecting the appropriate email address in Settings > Businesses > Businesses > select a Business > click Edit.
Scroll down to the Outbound Email section to select your preferences.
Repeat this step for all the Businesses that should use Gmail addresses to send emails.
Linking an individual PracSuite user to a Gmail account
The Gmail integration also allows individual users to link their own Gmail account to PracSuite, which will be available to use when manually sending emails. To allows this, the following setting must be enabled in Settings > Integrations > Gmail.
Users with this permission will then be able to access the Link Gmail Account option from the user menu in the top right corner of PracSuite.
After selecting this option, they will be directed to sign in with Google.
Once the individual user account is linked, the Manage Email Addresses option will allow the user to how they would like to send emails through PracSuite, including options to register alias addresses.
Selecting Gmail Accounts When Composing Emails
Business and User Gmail accounts will be displayed in the From drop-down list when composing emails.