Add Patient Email Address

Let’s review how to add a patient’s email address to their chart. Email addresses are key for appointment reminders and virtual visits.

Note: If you have selected Email Address as a required field on the Patient Intake Form, the patient’s email address will automatically load in the Contact tab. You can learn more about the Patient Intake feature here.

Verifying an Existing Email Address

  1. Navigate to the patient's profile and select the Patient Info tab.
  2. Select the Contact Info tab to view the patient’s email address.

Adding an Email Address

  1. Navigate to the patient's profile and select the Patient Info tab.
  2. From the Contact Info tab, click Add Contact to enter a new email address.
  3. From the drop-down menu, select Email.

  4. Enter the patient’s email address and click Ok. Important: Select the Set as Primary checkbox if you wish to make the email address the patient’s primary contact.