Adding alternate contacts to patient files

Created by Lauren I., Modified on Wed, 5 Apr, 2023 at 12:24 PM by Jessica C.

Entering an alternate contact

  1. On the Patient browser tab, open the patient’s file.
  2. Click the Details tab.
  3. Click the Alternate contact tab.
  4. Enter the alternate contact's TitleFirst nameLast nameRelationship to patient, and Telephone (home) number.

  5. Click Update.

    Check the IS PRIMARY CONTACT? box to flag the alternate contact as the primary contact. The alternate contact will then appear on the patient's Summary screen, in red at the bottom of the Contact details tab, in the Patient address box on the Patient browser, and in the notes field when scheduling the patient for an appointment.

Using alternate address for billing

  1. From the patient Details tab, click the Alternate contact tab.
  2. If an alternate contact's TitleFirst nameLast nameRelationship to patient, and Telephone (home) number have been entered, alternate address information can be stored. Enter a StreetCityCountryState/Province, and Zip/Postal Code.
  3. Check the USE ALTERNATE CONTACT FOR BILLING box.
  4. Click UPDATE.

Updating alternate contact information

  1. On the Patient browser tab, open the patient’s file.

  2. Click the Details tab.
  3. Click the Alternate contact tab, and adjust any of the alternate contact's information.

  4. Click UPDATE to save the changes.

    The REVERT button undoes any recent changes made to the patient's details, prior to the last update of information.

Deleting an alternate contact

  1. On the Patient browser tab, open the patient’s file.

  2. Click the Details tab.
  3. Click the Alternate contact tab.
  4. Click DELETE at the bottom of the screen.
  5. Close and reopen the patient's file to view the change.

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