The Mailbox contains incoming Faxes and Mail (snail mail) items.
Pending Mailbox Items
- Navigate to EHR -> Inbox -> Mailbox
- Any mail item assigned to you will appear in the Pending tab
- You can view all mail items in the Incoming (All) tab (Support Team only)
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: Complete, Comment, Download, View
- Change the assigee if the mailbox item should be handled by another.
Comments
- Click the mailbox item then click the Comments tab to add notes, activities and comments about the mailbox 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