We know keeping a close eye on your patient’s communication is crucial in your day-to-day. In this article, we will show you how to easily create an Inbox and sync your Gmail account to your Carepatron workspace to ensure a smooth and steady communication with your clients.
Follow these steps:
Go to “Inbox”
Click on “+ New Inbox”
Choose the name, color scheme, and, if needed, a short description of your new inbox’s purpose. If desired, restrict access to the inbox to only yourself, every active member in your workspace, or select a couple staff members.
Once you are done creating your new inbox, click “Create” and our job is done!
Once your inbox is ready, manage its settings by hovering over your inbox and clicking the gear icon.
You can connect your Gmail account to your Carepatron workspace by simply going to the right-hand side of the page and clicking “+ New connected app” in the “Connected apps” section.
Click “Connect” and make sure to log into your Gmail account and provide the requested accesses when prompted. Once this is completed, your Gmail inbox will be synced to your Carepatron workspace.
Learn more about Communications.