Editing the Receptionist prompt for Contact Preferences

To edit the prompt for Contact Preferences

  1. Select Configure > Patient File.
  2. Select the Mandatory Fields button to open the Mandatory Fields window.
  3. Check or un-check the Contact Preferences checkbox:

    MandatoryFields - Edit the Marketing Opt-in

  4. Select OK to return to the Patient File configuration window.
  5. Click OK when you see the Patient File Parameters notification:

    PatientFileParametersWarning

  6. Restart EXACT as required.

See also...

Preferences to contact patient

Excluding Unknown-status patients from business communications

Creating a Contact Consent Query Template

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Excluding Unknown-status patients from business communications