Add Patient: Contact Info

Layout

Note: At least one form of contact is required, such as a phone number or email address.

Phone

Email

Note: You can add as many phone numbers or email addresses as needed. You should check the Set as Primary option if you have multiple contact methods entered. If you only have one contact method entered, it defaults to primary. 

Required Fields

Phone

  • Contact Type
  • Phone Type: Make sure to select the appropriate phone type, especially for a mobile phone type. This is helpful for various WebPT integrations, such as Reach.
  • Phone Number

Email

  • Contact Type
  • Email

Note: Use the Additional Info field for notes, like the best time to call or contact the patient.

Integrations

Therabill

  • The first email address entered for the patient will integrate, even if it’s not marked as Primary.
  • The first Home phone number entered for the patient will integrate, even if it’s not marked as Primary.
  • Only the address marked as Primary integrates.

RevFlow

  • Only the Phone Number marked as Primary integrates.