Introduction

Shared Inbox allows external records and communications to be sent to your Provet Cloud account by email. Records can be assigned to the appropriate client or patient record. Note that the shared inbox is a receiving email service only, no emails can be sent from the address.

Using the Shared Inbox

Sending an Email to Your Shared Inbox

Your clinic's shared inbox is located on the main dashboard, at the bottom of the page. You can find its address from there. Your address will be similar, with the number indicating your Provet Cloud account. Anyone who has the address can send emails to it, for example, clinic employees or animal owners.

Using Smart Email Subject Lines

When sending emails to the shared inbox, the sender has the option to use smart email subject lines. On the subject line write C and the client's ID to auto-link it to a client and similarly, use P and the patient's ID to auto-link it with a patient.

For example:

• If the email subject line is C32546, the email will be auto-linked to client 32546 in your Provet Cloud account.
• If the email subject line is P257, the email will be auto-linked to patient 257. This will also create a client link because a patient always has an owner (client) in Provet Cloud. 

Saving the Incoming Email and its Content

Once an email arrives at the shared inbox, it will appear in the table as pictured below.

To save the email to the client or patient's file, select the green link button which will prompt a note dialogue as pictured below.

Review incoming data and complete any other fields as necessary, and then select the 'Save' button.

You can delete the incoming email using the red trashcan button, or refresh the table using the small button with the circling arrows on the top right.

After saving, the email will still appear in this section but can be seen using the 'Recently saved' filter. You can also still view the contents by using the green eye button, although the main location of the information is now under the client or patient page (Notes & Communication section).

See also

Sending Emails to Clients