Mail Page & Workflow

‍Incoming Mail

• Navigate to EHR > Mail
• Any mail item assigned to you will appear in the first tab
• You can view all mail items in the Incoming (All) tab

Preview Mail

• Click any mail item to view its contents

Review, Complete or Assign

• Click the mail item to:
  • Review contents
  • Edit details like Title, Assignee, Related Client, Related Clinician\
    
• Action Items: Compete, Comment, Download, View, Email
  
  • Email to notifiy clinician that file has been added to TN.

Comments

• Click the mail item then click the Comments tab to add notes, activities and comments about the mail item.

Client Storage

• Once assigned, the mail is saved to the client’s profile:
  • Go to Client Profile > Comms > Mail to view all assigned mail

Complete Processing & Handling

• After all updates and assignments are finished and the contents of the mail are completed, click Completed