Page Comparison

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 Title, First name, Last name, Relationship to patient, and Telephone (home) number.

5. Click Update.

   Tip
   Check the Status title Is alternate 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 Title, First name, Last name, Relationship to patient, and Telephone (home) number have been entered, alternate address information can be stored. Enter a Street, City, Country, State/Province, and Zip/Postal Code.
3. Check the

   Status
   title Use alternate contact for billing

   box.
4. Click

   Status
   title 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

   Status
   title Update

   to save the changes.

   Note
   The  Status title 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 

   Status
   title Delete

   at the bottom of the screen.
5. Close and reopen the patient's file to view the change.