You can set up IRIS Elements Practice Management to integrate with your own email provider. This means that any emails you create in IRIS Elements Practice Management will be sent from your own email account rather than our servers. This is particularly useful to show email communications between each client and everyone in your practice (displayed on the Email tab of the client record). It also means that your own email account will contain copies of all your emails, even those produced in IRIS Elements Practice Management.
Depending on which email server you're using, there will be different steps you or your email administrator need to take. Each platform user will also need to set up their personal email integration. Choose from the following:
Set up practice email integration (SMTP / IMAP)
Set up practice email integration (Gmail)
Set up practice email integration (Office 365)
Find out who has completed their setup
You can keep track of who has completed their email integration.
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On the cog icon on the top menu, select Settings.
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Select Practice Management.
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At the bottom of the Email tab, you'll see a list of everyone who has currently set up their email integration.