Introduction

With Zivver, you can send secure messages from Exquise. Easily and securely send messages to referrers and patients directly from Exquise. You can choose whether to send a message as a regular message or as a secure message.

Info

To send secure emails from Exquise, you need a business Zivver account in combination with the Zivver Mail Submission add-on. Mail Submission requires an Ultimate subscription and a contract that includes Mail Submission. To activate Mail Submission, contact sales@zivver.com.

Getting started

To send secure emails from Exquise, you need a business Zivver account. Using the steps below, you can easily check whether your account is a business account and which organization you are a member of. Repeat these steps for each email address you use in Exquise.

1. Open a web browser and go to https://app.zivver.com.
2. Log in with your email address and password.
3. Go to Personal Settings.
4. At the top of your profile, you will see the name of the organization you are a member of. You will see:
   Your account is part of [name of your organization]
5. Your account is suitable for sending secure emails from Exquise.

Note

Do you not see the text Your account is part of [name of your organization], but do you have a business account? Then ask the administrator of your organization to invite you.
Learn how to invite a user to your organization as an administrator.

Preparations

By default, Exquise sends messages from mailservice@uwtandarts.online. This does not work with Zivver. To send Zivver messages from Exquise, Exquise must be authorized to send messages on behalf of your email address.

Therefore, ask the administrator of your website or domain to add “spf.vertimart.nl” to the SPF record of your domain. The administrator can use MX Toolbox to verify whether adding “spf.vertimart.nl” was successful.
What is SPF?

Configure Mail Submission in Zivver

To set up secure emailing in Exquise, you use the Zivver Mail Submission functionality. You must be an administrator to configure this.

1. Go to SMTP credentials.
2. Click New SMTP credentials.
3. Enter a description.
   For example “Exquise”.
4. Click Generate.
   A new screen opens showing a username and password. These credentials are only shown once. Make sure to store them securely.
5. Click Close.

You have now generated an SMTP username and SMTP password. You will enter these credentials in Exquise later. Make sure to store the SMTP username and SMTP password from the steps above securely.

Setting up secure emailing in Exquise

Exquise

Secure emailing from Exquise is available from the November 2018 version.

Note

Secure emailing is also possible from Exquise Next Generation. Go to the Exquise Next Generation section to set up secure emailing in Exquise Next Generation. Contact Exquise to upgrade.

1. Start Exquise.
2. Go to File > Exquise Settings > Communication > Zivver Settings.
3. Enter your Zivver account email address under Zivver email address.
4. Enter the username from the previous chapter Configure Mail Submission in Zivver under Username.
   
   Warning

   Do not enter a Zivver account email address here. Use SMTP credentials to send messages via Zivver. At this step, enter SMTP Username, not the email address of a Zivver account.
5. Enter the password from the previous chapter Configure Mail Submission in Zivver under Password.
   
   Warning

   Do not enter a Zivver account password here. Use SMTP credentials to send messages via Zivver. At this step, enter SMTP Password, not the password of a Zivver account.
6. Click OK.

You can now securely send messages from Exquise.

Exquise Next Generation

1. Start Exquise.
2. Go to Backoffice > Personnel & Clients > Settings > Zivver account.
3. Enter the username from the previous chapter Configure Mail Submission in Zivver under Zivver account.
   
   Warning

   Do not enter a Zivver account email address here. Use SMTP credentials to send messages via Zivver. At this step, enter SMTP Username, not the email address of a Zivver account.
4. Enter the password from the previous chapter Configure Mail Submission in Zivver under Password.
   
   Warning

   Do not enter a Zivver account password here. Use SMTP credentials to send messages via Zivver. At this step, enter SMTP Password, not the password of a Zivver account.
5. Go to Backoffice > Personnel & Clients > Settings > Employees.
6. Select an employee.
7. Enter the email address the employee uses to send Zivver messages under Zivver email address.
8. Repeat these steps for all employees who need to be able to send secure messages from Exquise.

You can now securely send messages from Exquise for the employees you have set up.

Sending a secure message

1. Open a patient record.
2. Go to Patient > Send email.
3. Make sure that Zivver is selected by default next to the Email address field.
4. Compose the message.
5. Choose which information you want to include.
6. Send the message as you normally would.

The recipient will now receive the message securely via Zivver.

Add extra security to a message with an SMS code

You can add extra security to a message using the patient’s mobile phone number. The patient can then read the message after entering an SMS code.

1. Open a patient record.
2. Go to Patient > Edit patient details.
3. Go to Contact.
4. Enter the mobile phone number under Mobile.
5. Enable the SMS option for the mobile phone number.

When you send a secure message to a patient, the message includes instructions on how the patient can open it.