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Note
An alternate contact can be added to a patient's file for correspondence or billing purposes.

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
    titleIs 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
    titleUse alternate contact for billing
    box.
  4. Click
    Status
    titleUpdate
    .

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
    titleUpdate
    to save the changes.

    Note
    The 
    Status
    titleRevert
    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
    titleDelete
    at the bottom of the screen.
  5. Close and reopen the patient's file to view the change.

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