Registering EasyPost

During registration, EXACT will check that the Practice EasyPost Account information has been entered and is functioning correctly.

If this is a re-registration, the previously entered information will be visible for review.

To register EasyPost

(Recommended - please call Software of Excellence to have EasyPost set up)

  1. Go to Configure > Practice Information, and click the Register button.

    The Register screen displays.

  2. Click the Register button alongside EasyPost:

    EasyPost-Register1

    The EasyPost screen displays:

    EasyPost-Register2

    Note that this screen has a Test and Continue button that allows you to test settings before continuing.

  3. Complete the fields.

     

    Practice ID

    If this has already been entered for a previous account such as SMS, it will already be filled in.

    Maximum of 7 characters.

    Important: This field must be filled in with the CRM Practice ID code, as used by Software Of Excellence.

     

    Prefix

    This is a prefix supplied by your Software Of Excellence support consultant. If you didn’t need one, leave this blank.

     

    Password

    This password is supplied by your Software Of Excellence support consultant.

  4. Click Test and Continue to test the account settings.
  5. If the test is successful, continue and register the module as for other modules.

EasyPost is then ready to use.

See also...

Configuring EasyPost

Checking if EasyPost is registered for your practice

Adding the EasyPost Jobs icon to your workspace bar

Configure EasyPost with Recall Automation

Configure automated appointment reminders by EasyPost

Configure automated appointment Follow-ups by EasyPost

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Adding the EasyPost Jobs icon to your workspace bar