Setting Contact Information options

Contacting your patients quickly and easily to communicate reminders, to follow up on treatment, or to send personal greetings can help you grow and maintain your practice. However, patients often have numerous communication options available to them, and keeping track of these methods can be cumbersome and impractical if, for instance, you're not sure which option each patient prefers. In Easy Dental, you can set each patient's preferred communication option, so you know at a glance how best to contact a particular patient. You can also set a "do not contact" option.

Note: The preferred contact method also appears in the following: Patient Banner, Recall List, Treatment Manager, Collection Manager, Lab Case Manager, Contacts, the Hover window, and appointment blocks. Any numbers set to Do not contact are disabled in the Auto Dial dialog box.

To set a Contact Information option

1.   In the Patients module, use Quick Search or Advanced Search to select the patient you want to set a contact option for.

The selected patient's information appears in the Patients window.

2.   Click Contact Information and the Click to edit icon.

The Contact Information pane expands.

3.   Click the Star icon adjacent to the desired contact method, and then click the appropriate option.

The options list appears and the desired option is set.

Note: You can only set one contact method to Preferred.

4.   Click the Save Changes icon (green check mark).

Note: You can set also set all phone calls form the default setting Accepted to Do not contact by clicking the Phone Calls slider.