Add Patient: Contact Info
Layout
Note: At least one form of contact is required, such as a phone number or email address.
Phone
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
- Contact Type
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.