Connect a mail client

Autodiscover is on for lakesidedental.com, so Outlook needs only your address.

1. Settings → Accounts → Add account
   Type [email protected] and Continue.
2. Sign in
   Your PXCMail password, then the 6-digit code from your authenticator.
3. Accept the device policy
   Outlook asks once; it only applies to PXCMail data.
4. Done — Inbox, Calendar and Contacts sync in about a minute
   Shared mailbox frontdesk@ appears automatically.

Outlook 2016–2021 and Microsoft 365 Apps use Autodiscover too; if the wizard stalls, check the Autodiscover record below.

1. File → Add Account
   Enter the address; do not choose “advanced options” unless asked.
2. Sign in with password + MFA code
   
3. If asked for IMAP/SMTP instead
   Autodiscover failed — see “Outlook can’t connect” below.

Apple Mail on macOS uses Exchange (EWS) — calendar and contacts included.

1. System Settings → Internet Accounts → Add Account → Microsoft Exchange
   Name, email, password.
2. Choose “Sign in” (not “Configure manually”)
   Autodiscover fills the server.
3. Enter the MFA code when asked
   
4. Pick Mail, Contacts, Calendars
   

iPhone and iPad use Exchange ActiveSync; the device policy (passcode, encryption) is required by HIPAA.

1. Settings → Mail → Accounts → Add Account → Microsoft Exchange
   Email + description “Lakeside”.
2. Sign in
   Password + MFA code.
3. Accept “Lakeside Family Dental may need to remotely manage this device”
   Only PXCMail mail/contacts/calendar can be wiped; photos and apps are untouched.
4. Choose what to sync
   Mail, Contacts, Calendars, Notes off.

Gmail app: choose “Exchange and Office 365”; Samsung Email: “Microsoft Exchange ActiveSync”.

1. Gmail → Add account → Exchange and Office 365
   Not “Other”/IMAP — that disables calendar and device policy.
2. Email, password, MFA code
   
3. Accept the device administrator / work profile prompt
   Required for the HIPAA device policy.
4. Wait for the first sync (1–2 min)
   

Thunderbird uses IMAP/SMTP with an app password (no MFA prompt in the app). Calendar via CalDAV.

1. Create an app password
   Settings → App passwords → Create (shown once).
2. Account Settings → Add Mail Account
   Email + the app password; Thunderbird finds the servers.
3. Confirm ports
   IMAP 993 SSL/TLS · SMTP 465 SSL/TLS (or 587 STARTTLS).
4. Calendar: add network calendar (CalDAV)
   https://dav.pxcmail.com/calendars/[email protected]/