Edit Patient Preferred Phone Number
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If a patient has more than one phone number, you can toggle between any number synced with your EMR directly within Artera. Important: This functionality only applies to organizations that do not sync patient contact preferences from their EMR.
Preferred Contact
Set the patient’s Preferred Contact number from the Patient Facesheet. This is a manual process that only impacts Artera. No changes are made to your EMR based on the Preferred Contact settings.
Note: This preference is used for Automations and Manual Messages in the Patient Channel.
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Select Preferences in the Patient Facesheet.
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Select Edit next to Contact Info.
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Choose the patient's Preferred Phone Number and select Save.
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Navigate back to the Patient Facesheet. If the Preferred Contact displays as TEXT, this indicates it is a text-enabled number. If it displays as CALL, this indicates it is a landline (not text-enabled).
When the phone number is changed, an Event Message will display within the Patient's Channel.