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. NOTE: 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 Triggers and manual messages in the Patient Channel.
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Select Preferences on 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 the patient has a text-enabled number. If it displays as CALL, this indicates the patient has a landline (not text-enabled). This label can change on its own if a carrier reports that the number cannot receive text messages. Learn more in SMS Deliverability and Fallback Process.
When the phone number is changed, an Event Message will display within the Patient's Channel.