Patient Email Address

Patients can have one or more email addresses, which are saved in their patient file.

Open

Open

1. From the patient file click “+1” button
   
   

2. Enter the patients email address

3. Tick “send out-bound emails to this address” if the patient agrees to receive communications from the practice.
For Opting in/out for marketing communications see: https://soeidental.atlassian.net/wiki/spaces/PHS/pages/302187228

4. All fields and descriptions:

The below warning will show when you add an email address onto a patient file when the email address already exists in another patients file that is not part of the patients family.

You will need to remove the email address from all other patients that have the same email address or make them a family member with the other patients before you can save a duplicate email address.
See the Family Members section for more information.

Note that in the "Patient's existing email addresses" field, if there is more than one email address, you can indicate which is the primary (default) address, by clicking in the checkbox next to it, so that it is ticked. This is the address that will be used by default for email such as automatic appointment reminders. You can still send email to other addresses (such as the patient's business email), but this must be done by selecting the address when you create the message.

Emails such as recalls, appointment reminders, appointment confirmations will be sent to all addresses that are ticked in the patient file.