Note: A Contact Person should be set when someone else wants to be contacted on behalf of the patient regarding appointment reminders, text messages, phone calls, emails, or other communications from the practice. ​

Go the the patient's overview that you want to add a contact person.

Click on the pencil icon to edit the Patient Info.

There are a few ways to add a contact person from the patient overview.

Click on the Contact Person dialog box.

Option 1: You can select a contact person from the pre-populated list of family members already listed in the patient's family file.

Option 2: If the person is not in your system, you can click + New Person.

If creating a new person who is not already in your system, you’ll be asked to provide status (use “Non-patient” if the person will not be a patient of the practice), Relationship to the patient, name, date of birth, preferred contact method, either phone or email (depending on preferred contact method), and address (optional).

Fill out the contact person's information and click Create.

Note: A contact person is required to have a phone number or email address on file.

Option 3: If the person is in your system, you can type their name and select them once the list populates.

Click Save.

Note: If a patient has a designated contact for themselves, they cannot be the contact person for another patient.