EXACT provides the ability to save an email address for patient communications, this includes the option to store multiple email addresses for each patient.
Adding an email address
- From the patient file click +1 button.
- Enter the patients email address.
- 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: Patient Contact Consent.
- Repeat the process to add any alternative email addresses.
Duplicate email address
No two patients, that are not connected as family members, can share the same email address. If an email address is added to a patient record that is already added to another patient, the duplicate email address warning will appear.
This can also appear if the email address exists on a specialists profile.
The message will usually say which patient/s currently share the same email address so you know who you need to search for. If you are not sure or want to search for all patients that share the same email address, click on the magnifying glass at the top of the patient file and search for the email address to reveal which other patients currently have the same email address set.
You can then delete the email address from other patient files then try adding it again.
Primary email address
If a patient has 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. A tick in this box, identifies this as 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.