--- title: Setting up automated messaging (EMIS) description: In the below article, we show you how to setup the automated messaging functionality for your practice. We have a separate section explaining how to configure the automated messaging. This section is --- [Skip to content](https://help.abtrace.co/setting-up-automated-messaging-emis-practices#main-content) [![abtrace-logo-colour@2x-3.png\]](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-3.png?width=124&height=60&name=abtrace-logo-colour@2x-3.png)](https://help.abtrace.co/?hsLang=en) Open main navigation Close main navigation - [Go to abtrace.com](https://www.abtrace.com/) [Go to abtrace.com](https://www.abtrace.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Abtrace Support Portal](https://help.abtrace.co/?hsLang=en) 2. [Getting started](https://help.abtrace.co/getting-started?hsLang=en) 3. [EMIS Setup](https://help.abtrace.co/getting-started?hsLang=en#emis-setup) # Setting up automated messaging (EMIS) In the below article, we show you how to setup the automated messaging functionality for your practice. This section is for customers using the EMIS version of the Abtrace Proactive Monitoring tool. ### Step 1: Create a new user within EMIS Web 1. In EMIS, click on `Configuration` \> `Organisation Configuration` \> `Add` \> `Add New User` ![1-4](https://help.abtrace.co/hs-fs/hubfs/1-4.png?width=441&height=297&name=1-4.png) ### User details pane 1. Complete the following fields: 1. **Title**: Mr 2. **First names:** Abtrace 3. **Last name:** REMOTEBOT 4. **Gender:** Indeterminate 5. Email address: support@abtrace.co 6. Username: `AbtraceRemoteBot` 7. Password: Choose a password of your own and make a note of it for later, as you'll need it going forward. Your password must include: 1. At least **16 characters** 2. **Uppercase letters** 3. **Lowercase letters** 4. **Numbers** 5. at least one **symbol** 2. **User must change password**: **untick** this option 3. Click **Next** ![2-4](https://help.abtrace.co/hs-fs/hubfs/2-4.png?width=670&height=598&name=2-4.png) ### Role pane 1. **Job Category:** we suggest "**Technician - Admin & Clerical**" which is found under Admin/Clinical Support 2. **Appointment Session Holder:** No 3. **Patient Facing Services Booking:** None 4. **Consulter:** No 5. **User Mnemonic:** we suggest ABTRB 6. **Authorise Prescriptions:** None 7. **Permit Medication:** No 8. **Permit Issuing:** No 9. **Relationship:** Associated 10. **Contract Start Date:** we suggest today's date 11. Press **Next twice** (or click straight to User Role Profiles pane) ![a](https://help.abtrace.co/hs-fs/hubfs/a.png?width=670&height=599&name=a.png) ### User Role Profiles pane 1. **RBAC Role**: Systems Support 2. Additional RBAC Activities: add the following four roles individually by entering the code in the search bar.  Within the search results, double click the appropriate item to ensure the role appears in the Selected Items: `B0360: View detailed health records` `B0380: Perform detailed health record` `B0560: Perform patient administration` `B0820: View patient demographics` `GetPatientSequence B0820` `GetBookedPatients B8012` `GetMedicalRecord B0370` `GetBase64AttachmentData B8010` `GetOrganisation B0360` `GetChangedPatientsMedicalRecord B0820` `SetAppointmentStatusAutoRefresh B0560` `FileRecord B0380` 3. **Default:** ticked 4. Click **OK** to save the new user The additional roles should display as follows: ![b](https://help.abtrace.co/hs-fs/hubfs/b.png?width=670&height=597&name=b.png) ### Step 2: Activate the Partner API & allow the new user 1. Go to: `System Tools` \> `EMAS Manager` \> `Partner API` 2. Select `Abtrace Proactive Monitoring` and make sure the product is active by checking that a green tick is next to the name. If this is not the case, click on the \`Activate Application' button on the toolbar. ![](https://help.abtrace.co/hs-fs/hubfs/image-png-Jun-22-2026-04-43-43-0837-PM.png?width=201&height=258&name=image-png-Jun-22-2026-04-43-43-0837-PM.png) 3. Click the **Edit Users** on the toolbar: ![edituser](https://help.abtrace.co/hs-fs/hubfs/edituser.png?width=389&height=175&name=edituser.png) 4. Locate `AbtraceRemoteBot` in the User Logins (this column can be sorted alphabetically by clicking on the User column heading). **Tick the user**: ![c](https://help.abtrace.co/hs-fs/hubfs/c.png?width=475&height=94&name=c.png) 5. Enter the same password you entered in **step 1**, and click **OK**. Then click **OK** on the Edit Users box: ![d](https://help.abtrace.co/hs-fs/hubfs/d.png?width=281&height=211&name=d.png) 6. With `Abtrace Proactive Monitoring` still highlighted, click **Login Access** on the toolbar: ![login](https://help.abtrace.co/hs-fs/hubfs/login.png?width=389&height=179&name=login.png) 7. Locate `AbtraceRemoteBot` and tick both **Auto Login** and **Allow Login** for the user (this column can be sorted alphabetically by clicking on the User column heading): ![e](https://help.abtrace.co/hs-fs/hubfs/e.png?width=564&height=112&name=e.png) ### Step 3: Activate Automated Messaging in the portal 1. Head over to the [portal](http://proactive-monitoring.abtrace-cloud.com) and login 2. Select your **organisation** 3. Click on the `Automated Recalls` tab on the left hand navigation panel 4. Scroll down to the `Partner API credentials` section. 5. Fill in the credentials using the new user created in `Step 1` - AbtraceRemoteBot and the password you put in Step 1 6. Click on `Save` then `Test` ![](https://help.abtrace.co/hs-fs/hubfs/image-png-Jun-22-2026-04-49-50-4501-PM.png?width=491&height=323&name=image-png-Jun-22-2026-04-49-50-4501-PM.png) If everything worked correctly, you should see this green notification:![](https://help.abtrace.co/hs-fs/hubfs/image-png-Jun-22-2026-04-52-43-1769-PM.png?width=389&height=95&name=image-png-Jun-22-2026-04-52-43-1769-PM.png) If you do not see the above, please let us know on support@abtrace.co.    - [Getting started](https://help.abtrace.co/getting-started?hsLang=en#main-content) - [Account & Installation](https://help.abtrace.co/getting-started?hsLang=en#account-installation) - [EMIS Setup](https://help.abtrace.co/getting-started?hsLang=en#emis-setup) - [SystmOne Setup](https://help.abtrace.co/getting-started?hsLang=en#systmone-setup) - [Compliance](https://help.abtrace.co/getting-started?hsLang=en#compliance) - [User Management Portal](https://help.abtrace.co/user-management-portal?hsLang=en#main-content) - [Users & Practice Configuration](https://help.abtrace.co/user-management-portal?hsLang=en#users-practice-configuration) - [Practice-level emails & reports](https://help.abtrace.co/user-management-portal?hsLang=en#practice-level-emails-reports) - [Rules Management](https://help.abtrace.co/user-management-portal?hsLang=en#rules-management) - [Analytics](https://help.abtrace.co/user-management-portal?hsLang=en#analytics) - [Proactive Monitoring Tool](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#main-content) - [Patient View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#patient-view) - [Population View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#population-view) - [Optimisation View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#optimisation-view) - [Analytics View](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#analytics-view) - [FAQs](https://help.abtrace.co/proactive-monitoring-tool?hsLang=en#faqs) - [Automated Recalls](https://help.abtrace.co/automated-recalls?hsLang=en#main-content) - [Recall Guides](https://help.abtrace.co/automated-recalls?hsLang=en#recall-guides) - [Clinical Programmes](https://help.abtrace.co/automated-recalls?hsLang=en#clinical-programmes) - [FAQs](https://help.abtrace.co/automated-recalls?hsLang=en#faqs) - [Patient Engagement](https://help.abtrace.co/patient-engagement?hsLang=en#main-content) - [Patient Portal](https://help.abtrace.co/patient-engagement?hsLang=en#patient-portal) - [Messaging](https://help.abtrace.co/patient-engagement?hsLang=en#messaging) - [Questionnaires](https://help.abtrace.co/patient-engagement?hsLang=en#questionnaires) - [Troubleshooting](https://help.abtrace.co/troubleshooting?hsLang=en#main-content) - [Account & log in](https://help.abtrace.co/troubleshooting?hsLang=en#account-log-in) - [Common Errors](https://help.abtrace.co/troubleshooting?hsLang=en#common-errors) - [SystmOne](https://help.abtrace.co/troubleshooting?hsLang=en#systmone) - [EMIS](https://help.abtrace.co/troubleshooting?hsLang=en#emis) - [Network & connectivity](https://help.abtrace.co/troubleshooting?hsLang=en#network-connectivity) - [Contact us](https://help.abtrace.co/contact-us?hsLang=en) [![abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM](https://help.abtrace.co/hs-fs/hubfs/abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png?width=130&height=63&name=abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM.png "abtrace-logo-colour@2x-Sep-24-2025-07-33-42-6579-AM")](http://abtrace.co)