Fetchit

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Practice management

DaySmart

Create a Fetchit service account as a staff member in the DaySmart portal and set its password from the shared mailbox.

A new staff member whose email is a plus-address on the shared mailbox, so the password reset lands somewhere you can read.

  • daysmart
  • vetter software
  • pms
  • service account
  • cloud
Author
Schultz Technology IT
Owner
Schultz Technology
Updated
Applies to
Fetchit 1.4.0 to 1.6.0
Reading time
3 min
Level
intermediate
For
IT technicians
Prerequisites
The clinic's DaySmart admin account, access to the fetchitdev mailbox
  1. Go to vettersoftware.com.
The Vetter Software login page
  1. Sign in with the clinic's admin account.
Signed in to the DaySmart portal
  1. In the top right corner, click your name icon, then My Profile.
The My Profile item under the name icon
  1. Click List of All Staff.
The List of All Staff button
  1. Click New Staff.
The New Staff button on the staff list
  1. Fill in the details for the service account. For the email, use fetchitdev+{name_of_company}@gmail.com, which creates the account under its own alias while the mail still arrives in the same mailbox.
The new staff form filled in for the Fetchit service account
  1. Open the fetchitdev@gmail.com mailbox, find the password reset that has just arrived, and set a password. Save it for the Orion step.
The DaySmart password reset email
Record the credentials

The service account's email and password go into the client's ITGlue entry, and into Orion's PMS settings.