Thank you for getting in touch.
Great Idea but this is not currently possible in R4.
If you think this would be a good idea for the development team to add in the future, please make a post on the ideas page: https://community.carestreamdental.com/t5/PRODUCT-IDEAS/idb-p/practicemanagementideas
With regards to additional information i.e. where did they here about you. It is possible to add an extra tab to hold this info but again there would be no prompt. If this is something you are interested in doing then please follow this guide: https://community.carestreamdental.com/t5/R4-Documentation/How-To-Create-a-Customisable-Tab-in-R4/ta...