Mailbox Integration: Turning Email Into Actionable Tasks

Managing communication through a shared mailbox is one of the biggest operational bottlenecks inside an orthodontic practice. Important messages get buried, accountability becomes unclear, and there is no reliable customer timeline showing what was said, when, and by whom. Mailbox Integration in Virtual Consultant changes that by turning incoming and outgoing email into structured, trackable tasks inside the platform. Key takeaway A shared inbox tells you messages exist. A task-based mailbox workflow tells you who owns them, what stage they are at, and whether they have been resolved. The Problem With Shared Mailboxes Shared mailboxes are familiar, but they are not designed for accountable patient communication. In a busy orthodontic practice, messages can arrive from new leads, active tre...