Christa Mason
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Articles
Recent activity by Christa Mason-
How do I create a mail rule to route invoice emails to Aiwyn?
You can configure a mail rule that allows Aiwyn to intercept outgoing invoice emails and send them to your clients with a one-click payment wrapper.Confirming Whether A Mail Rule Is RequiredThe mai...
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What additional IT tasks are required for Star?
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: Ch...
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Best Practice: Why online payments through Aiwyn are safer than checks
SummaryIn a world that's rapidly advancing towards digitalization, the persistence of traditional check payments remains a cause for concern (and pain!). Recent statistics paint a stark picture of ...
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How do I configure Azure for single sign-on with Aiwyn?
In this Article Summary App Registration Supported account type and Redirect URI Optional Claims Implicit Grant and Hybrid Flows Establishing a Scope Create User Group to Restrict Access SummaryIn ...
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Getting more client emails
SummaryAs you prepare to Go Live with Aiwyn, an important component of success with Aiwyn is to have as many clients as possible with accurate emails located in their client record of your practice...
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How do I configure PracticeEngine (cloud) to connect and send invoices through Aiwyn?
You can enable secure database access and ensure invoice emails flow correctly from PracticeEngine (cloud) through your email environment and Aiwyn. For Aiwyn to connect to your PracticeEngine data...
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How do I configure Okta for single sign-on with Aiwyn?
The following article contains the steps for configuring Okta for SSO.1. Add an application to Okta (using SAML) and reference the following fields and values: Single sign on URL: https://an-prd...
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Best Practice: Charging Credit Card Processing Fees
The following article will explore the change management and functional components of passing Credit Card Processing Fees along to clients who make a payment through the Aiwyn Portal. Included in...
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How do I configure Google Workplace for single sign-on with Aiwyn?
Reference the instructions provided by Google to add a custom SAML app to your Google Workspaces.1. Within the "App details", enter app name (example: Aiwyn), enter a description, and select an app...
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How do I configure Duo for single sign-on with Aiwyn?
When adding the Aiwyn app to Duo, reference the following values:Redirect URL: https://an-prd.firebaseapp.com/__/auth/handler Service Provider Entity ID: Aiwyn Also, there are 3 attributes that mus...