eConsult Health

<i>This is an example that practices can use to support their Admin Led SOPs for best practice when using the Smart Inbox. If you would like access to the full document please either email <a href="mailto:practice.support@econsult.health" rel="nofollow noopener noreferrer" target="_blank">practice.support@econsult.health</a> or use the live chat in the bottom right corner. </i>

An example of an Admin Led SOP for using the Smart Inbox to support practices onboarding with the Smart Inbox

eConsult Smart Inbox: Admin Led SOP Example

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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