Mail Register

Overview

The purpose of this tool is to track all incoming and outgoing mail within your practice, and where relevant link it to the applicable client and applicable source document using your preferred Document Management System (DMS), collating a historical register of all correspondence sent to / received by each client. You don't have to track mail both in and out, but it is an option if you would like.

New User Interface

• The new user interface has merged the mail register with the correspondence register.
• Please refer to the correspondence register help article for more information.