Page 24 - R2P Front Desk Manual v1

a. The New Contact window will automatically display Contact Type: Phone.
Select the Phone Type and enter Phone Number. Select Text Message from
the Apt. Reminders dropdown options. If the phone number listed is for someone
other than the patient, write their name in the Additional Info box. Click Ok to
save.
i. You are able to enter multiple phone numbers, just make sure to indicate
which number belongs to whom.
ii. If you are provided a Home or Answering Service phone number, ask the
patient if they would like to receive Voice Call or email appointment
reminders.

b. Ask the patient, “What is the best email address for you?” Inform them that
they will receive a welcome email ~4 days prior to their first appointment that will
include information regarding what to expect for their appointment and a link to
the New Patient Form that can be completed online beforehand.
i. To enter a patient’s email information, click Add Contact, change the
Contact Type to Email, and type in their email address. Read the
address back to the patient to confirm it is accurate in order for the patient
to receive Reach emails. Click Ok to save.

Last Update: 7/9/19