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Patient Copilot Help Center

Getting Started - Connect Personal Inbox

Keeping track of client conversations can be tricky when you’re juggling multiple inboxes. But don’t worry, we’ve made it super easy to sync your Gmail or Outlook inbox right into Patient Copilot. This means you’ll see all your customer interactions in one unified place, so you’ll never miss an important follow-up again. * * * ## Connect Gmail or Outlook Ready to streamline your email management? Here’s how you can quickly connect your inbox: - Go to Settings > My Profile > Email (2-way sync).