Do you have a patient that is changing their email address or booked an appointment with the wrong address? This guide will walk you through the steps you can take to accommodate their email change.
Due to record keeping purposes, we will keep the patient’s old email on file. Moving forward, you can use the new email address for your patient.
- Create new appointments with the new email address, put the word “Active” next to their name
2. Add contact to Roster if applicable
3. In your Roster, add “Inactive” to the name of your patient’s old email address.
Please note that all appointments associated with the old account will not be lost unless you remove the contact from Roster. You will be able to see previously stored information (phone number, payment information, email address, notes, files, forms) associated with the old email address.
Moving forward, the new email address will store all of your patient’s new information and appointments.
If you have any questions, contact us at firstname.lastname@example.org.