{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/e7374bc74b2d4402a27b6a9c45fc20e6\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/e7374bc74b2d4402a27b6a9c45fc20e6-6107d953f1a91a9b.gif","duration":234.059,"title":"Workflow Auto-assign management in Practice Settings","description":"In this video, I walk you through the mail options and workflow settings in our practice management tool. I demonstrate how to toggle the treat tracking for incoming and outgoing mail, and how to assign tasks within workflow templates effectively. I also show how milestones and checklist items can be organized and assigned to specific users to streamline our processes. Please review the steps I outlined and let me know if you have any questions or need further clarification."}