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Syncing Email

Connecting your email account to WithinEHR brings external email threads into your unified inbox — so you can manage all client communications in one place without switching between tools.

How to Sync Your Email​

  1. Go to Settings on the navigation pane.
  2. Select Inbox or Email Settings.
  3. Click Connect Email Account.
  4. Choose your email provider (e.g., Gmail, Outlook).
  5. Sign in to your email account and authorize the connection.
  6. Once connected, emails from clients will appear in your WithinEHR inbox.

Tips​

  • Only sync email accounts used for client communications — keep personal email accounts separate.
  • Review your synced inbox regularly to ensure emails are routing correctly and no client messages are being missed.