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Edit Patient Preferred Phone Number

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Table of Contents

Preferred Contact

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 Automations and manual messages in the Patient Channel.


  1. Select Preferences on the Patient Facesheet.
  2. Select Edit next to "Contact Info".
  3. Choose the patient's Preferred Phone Number and select Save.
  4. 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). 
Delete

Phone Numbers
Artera only has three spots for phone numbers (home, work, and cell), regardless of how many phone numbers exist for the patient in your EMR.

When the phone number is changed, an Event Message will display within the Patient's Channel.

Delete

Email Addresses
Email Addresses cannot be selected as a patient's preferred contact. 

contact modify edit number change patient number

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