You can quickly access your external email from within Cority, either from the Email tab of the Inbox module, or in the Email Inbox module under the My Favorites menu. This feature allows you to view your email and link messages to cases (for example, an x-ray or a message from the Workers’ Compensation Board), but you cannot forward or reply to email here. You can also save attachments as an employee’s Medical documents or attach them to a Case record.
If you want to see the email messages that you sent from within Cority, either directly or through automatic notifications, use the Email Log in your My Favorites menu. From the Email Log you can view attachments or resend a message. For more information, see Viewing Cority Email Messages.
Email messages remain in the Cority Email Inbox list until they are removed from your mail server.
If you are using Outlook on your local workstation, there are options that allow you to remove the emails from the server once, or a certain number of days after the emails are downloaded to Outlook. You can also choose to leave a copy of emails on the server even after they are downloaded to Outlook.
If you choose to remove copies of the emails from the mail server when they are downloaded to your local mail program, then those emails will no longer appear in Cority’s Inbox Email tab. However, if you choose to leave copies of emails on the mail server, you will keep seeing a list of all emails under your login profile and this list will keep growing.
When an email or attachment is saved/linked to an employee or case, it will be saved as a document record in the database. So if you delete the email from the mail server, it will not affect the data linked to the employee or case record, even though it no longer appears in the list of messages on the Inbox Email tab.
Your Cority email inbox will not update while the module (or tab) is open—it will be refreshed each time you open the module (or tab), or when you choose Actions»Check Email. If an email message is modified or deleted while the module/tab is open and you attempt to open that message you will see: “The mail cache is not current. Email Inbox will be refreshed.”
To configure Cority to access email, you must define your email settings in the system settings. Select the appropriate Server Type for Email Inbox (IMAP or POP3), and enter your mail server’s IP address (POP3/IMAP Server for Inbox/Email).
The Email Inbox can use SSO (Single Sign-On) Token or OAuth authentication methods. These require the following system settings to be defined: “Email Inbox AAD Client ID”, “Email Inbox AAD Client Secret”, and “Email Inbox AAD Tenant ID”.
For more information, see Changing Your System Settings.
When you select the Email Inbox module (or the Email tab in the Inbox module), you will be prompted to login:
If you are not using SSO/OAuth, use the same login name and password that you use to log in to your network.
If one of the SSO Token or OAuth authentication methods is configured, the login screen has a Sign in with Microsoft button. Click this to be directed to the Microsoft Online login page. The first time you sign into your Microsoft account from Cority, a “Permissions requested” form will display; click Accept to consent to the requested permissions.
An administrator can consent to the requested Microsoft permissions on behalf of your organization (Actions»Admin Consent). If they have done this, you will not be prompted to provide consent.
All emails on the Exchange server for this login name are displayed. To refresh the email list, choose Actions»Check Email.
To view an email message, click the link in the subject column. The message of the email is listed at the bottom, and any attachments are listed on the Attachments tab (including the email message itself, listed as a .txt file).
To link the email message or any attachments to an employee or case:
All attachments are selected by default; if necessary, clear the check box for any that you do not want to save.
Select the Employee that you want to save the attachment to. It populates all other rows, but you can change the Employee for any row if necessary.
Select the Document Type for each attachment, and optionally change the file name that the attachment will Save As.
Select the Destination (where the attachment will save as a document). If you select Case Document, select the appropriate Case # (this list will only show cases associated with the selected employee).
Click Save as Document(s). The attachments are listed on the case’s Documents tab or in the Medical Documents list as appropriate. Note that you can save an attachment to both places.