The Contacts tab of the patient file is designed to store the details of individuals associated with a patient, such as parents, emergency contacts, case managers, support coordinators and more. You can learn more about Patient Contacts here.
In this article, we will focus on the tools available to send a copy of appointment and invoice correspondence to contacts added to a patient file.
To enable these options, go to the Contacts tab on a patient file and select a contact. On the contact's page, you will find the following options:
These options allow you to send a copy of:
Appointment Confirmations, Reminders and Follow Ups by SMS or email
Invoices, Statements and Quotes by email
Manually composed emails with the contact automatically added to the CC or BCC field
It is important to consider the Linked Account selected on the contact.
The contact will only receive a copy of the correspondence when it relates to the chosen Linked Account. For example, if the contact is linked to the Workcover account, they will only receive appointment and invoice correspondence related to the Workcover account.
When contact copying is enabled, red banners will appear in various places in PracSuite to highlight that this feature is enabled. This includes:
The Communication section on the main Patient Details tab of the patient file.
The Communication section of the Appointment Details pane.
SMS Replies from Contacts
SMS replies from Contacts will standard out in yellow in both the Alerts pane and the Communication message thread on the appointment.
