Route client invoice questions to a shared inbox

This article does NOT apply to Aiwyn Practice.

Send client questions about invoices to a shared mailbox, such as billing@yourfirm.com, instead of to an individual staff member.

Steps

1. In your practice management system, create a staff record for the shared mailbox.
2. Give it a first and last name of your choosing. Clients will see this name, so choose something a client would recognize, such as Firm Billing.
3. Set its email address to the shared mailbox you want client questions to reach.
4. Save the record.
5. Inform your Aiwyn Implementation Specialist the staff record has been created, providing them with the Staff Reference/ID. Aiwyn will assign that staff record as the responsible staff on the client records whose questions should route to the shared mailbox.
6. Optionally, deactivate the staff record in your practice management system once it is saved and assigned. It continues to work as the responsible staff contact in Aiwyn.

Related

• Who is the Responsible Staff shown to clients
• What the Manager role controls in Aiwyn