video1.0<iframe src="https://www.loom.com/embed/e7374bc74b2d4402a27b6a9c45fc20e6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e7374bc74b2d4402a27b6a9c45fc20e6-6107d953f1a91a9b.gif234.059In 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.