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What additional IT tasks are required for Star?

Christa Mason
Updated

This article will describe the additional necessary tasks firm IT will need to complete as part of your overall implementation tasks as they relate specifically to Star.

Included in this article:

Change tracking

Change Tracking refers to the detection of deletions and additions made in your Practice Management system on a daily basis. Please enable Change Tracking and View Permissions on the following tables in Star database for the SQL User used for Aiwyn database connection:

  • tblCliContactOwnership
  • tblPartner

Mail rule

A mail flow rule will need to be created and enabled, and the IT lead responsible is requested to attend Testing Session 1 (post deployment) to ensure mail flow and routing is functioning properly.

Steps to create mail flow rule for Microsoft Outlook

  1. Go to Exchange Admin tools
  2. Create new Contact (no mail box required)
  3. First name: Aiwyn
  4. Last name: Redirect
  5. Email: this will be your Aiwyn Inbound Email address, located in the Important Links tab of your Implementation Tracker. Typical format is [FIRM]@inbound.aiwyn.ai and note the [FIRM] portion is provisioned by Aiwyn and may not specifically match your Firm's email or website domains. 
  6. Save the contact
  7. Go to Rules > Mail rules > Add new rule
  8. Apply this rule if the...
    1. Subject > Subject Line MATCHES these text patterns: Invoice_Aiwyn
    2. Action to take > Redirect message > These recipients > select Aiwyn Redirect Contact
    3. Except if > Subject Line INCLUDES these text patterns: RE:    FWD:      FW:
    4. Select to Stop Processing more rules
    5. Save the rule
    6. Select the rule from list
    7. Edit Rule Settings
    8. Make Priority 0
    9. Enable rule immediately

Mail Rule Setup - demo.png

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