SMS texting and Email Setup

If you’re using a mailbox to send SMS texts it’s the practice's responsibility to make sure that the generic mailbox has been configured to send texts; if you’re not sure please check with your local IT prior to configuring SMS texts.

Configuring SMS Texts and Email

 

SMS Gateway Provider

SMS Texts

Cancellations (reply to text)

SMS over NHS Mailbox

(and other SMS over email services)

Sends Texts

Unable to process reply to text cancellations

MJOG API

Sends Texts

Processes cancellations

Firetext

Sends Texts

Processes cancellations

Esendex

Sends Texts

Processes cancellations

X24

Sends Texts

Unable to process reply to text cancellations

 

  • Log into Informatica

  • Click on Settings (left hand side menu)

  • Click on Communication Settings (right hand side)

  • SMS Gateway tab - configuring the SMS gateway provider

    • NHS mailbox - This option uses an nhs.net mailbox to send SMS texts 

      • SMS Gateway Provider should be set to SMS via email 

      • Domain should be set to NHS  (this forwards the text to the mailbox)

      • NOTE: The SMTP Service tab must be configured below for the text to send as an email 

    • Other mailbox - This option uses a 3rd party mailbox to send SMS texts 

      • SMS Gateway Provider should be set to SMS via email 

      • Domain should be set to Other

      • Add the SMTP SMS server address (this forwards the text to the mailbox)

      • NOTE: The SMTP Service tab must be configured below for the text to send as an email

    • MJOG - This option uses the MJOG API to send SMS texts and process cancellations

      • Click on the down arrow next to SMS Via Mail and select MJOG API

      • Click onto the MJOG API tab and enter the account token (Provided by MJOG)

      • Add the mobile number to be displayed on the text. NOTE: if this is blank the text will be set to ‘NHS No Reply’ 

      • Tick  ‘send confirmation SMS when appointment cancelled by SMS reply’ if required 

    • Firetext - This option uses the Firetext API to send SMS texts and process cancellations

      • Click on the down arrow next to SMS Via Mail and select Firetext API

      • Click onto the Firetext API tab and enter the API key (Provided by Firetext)

      • Add the mobile number to be displayed on the text. NOTE: if this is blank the text will be set to ‘NHS No Reply’ 

      • Tick  ‘send confirmation SMS when appointment cancelled by SMS reply’ if required 

    • Esendex - This option uses the Esendex account to send SMS texts and process cancellations

      • Click on the down arrow next to SMS Via Mail and select Essendex

      • Click on the Esendex tab and enter the account details (provided by Esendex)

    • X24 - This option uses the X24 API to send SMS texts

      • Click on the down arrow next to SMS Via Mail and select X24

      • Click on the X24 tab and enter the account details (provided by X24)



  • SMTP Service tab - configuring the email address (NHS, GMAIL, CUSTOM)

    • NHS mailbox

      • Select NHS from the SMTP Service drop down box

      • Username - type in the email address

      • Password - type in the password of the email address

      • Click on Test Email to send a test email to your email address

      • Click on OK

    • GMAIL mailbox

      • Select GMAIL from the SMTP Service drop down box

      • Username - type in the email address

      • Password - type in the password of the email address

      • Click on Test Email to send a test email to your email address

      • Click on OK

    • CUSTOM mailbox

      • Select CUSTOM from the SMTP Service drop down box

      • Username - type in the email address

      • Password - type in the password of the email address

      • SMTP Service Configuration - (information provided by your local IT) 

      • Click on Test Email to send a test email to your email address

      • Click on OK

Test SMS texts are sending OK

 

  • Click on the SMS Gateway tab 

    • Click on Test SMS (bottom right)

    • Type in a valid mobile number

    • Click on send

    • Sent message will confirm that the configuration is correct

NOTE: You should receive a no reply text message (may be a delay)

NOTE: if an error is generated check that the information added in the SMS Gateway, MJOG API (if applicable), Firetext API (if applicable), Esendex (if applicable), X24 (if applicable) and SMTP service tabs are correct. 

 

  • If an NHS or Other mailbox is used to send SMS texts check the username and password are correct on the SMTP service tab. 

  • If an MJOG API is used check the details in the MJOG API tab

  • If a Firetext API is used check the details in the Firetext API tab

  • If an Essendex account is used check the details in the Esendex tab

  • If X24 is used checked the details in the X24 tab

  • Test the SMS text again



NOTE: if problems persist after following the above configuration details please email Support@ishealth.co.uk  and a member of the Informatica Support team will assist you.