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

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

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)

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:

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.
   
   
3. Click the Edit Users on the toolbar:
   
4. Locate AbtraceRemoteBot in the User Logins (this column can be sorted alphabetically by clicking on the User column heading). Tick the user:
   
5. Enter the same password you entered in step 1, and click OK. Then click OK on the Edit Users box:
   
6. With Abtrace Proactive Monitoring still highlighted, click Login Access on the toolbar:
   
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):
   

Step 3: Activate Automated Messaging in the portal