One option to send letters smoothly into Anima is email forwarding. This allows users to be monitoring their Practice inbox and forward to an Anima-designated email address in order for letters to be processed and reviewed directly within Anima.
Email Forwarding Set-up
1. To set this up, go to Settings in the bottom left hand corner → Organisation Settings and then select Documents - Intake.
2. From here, add the email addresses of the users that you would like to be able to forward emails (with documents attached) into Anima. Once entered and press Add Email they will appear in white under Allowed Sender Address. Make sure to select ‘Save Changes’ at the bottom of the page.
Remember that you should include all emails that could forward emails into Anima e.g. personal NHS emails as well as clinic-wide NHS emails.
Tip: ideally, you could have one email address (a generic practice email address where all documents are received), where all your documents arrive and then you can ask your IT manager to set an auto-forwarding rule to forward all emails from this email into Anima.
Forwarding too many emails in bulk can sometimes cause Outlook or your email provider to fail to send. If the email fails to send, reduce the number of emails you are sending at once and make sure you have added the sender address in your Anima settings.
How to Forward
1. Copy the email address found in the green box from the steps above.
2. Enter your mailbox (that is an Allowed Sender Address) and locate an email you wish to send to Anima. Forward like you would a typical email address and send it to the email address you copied in the previous step. Then press send.
The Letter/details should arrive into Anima within minutes. It will first arrive in the 'Queued' view before being processed and ready for review. Letters arriving via email will have an envelope icon on the Documents Homepage.