Actually, at the bottom of both the account window and the patient information window, the preferred contact method (different phone and email options) is available. Once indicated, the preferred contact number shows in bold on the appointment card, zoom window from appointment card, and on any print/print preview reports where contact information is needed. However, if a report is sent to the contact expert, the preferred contact number defaults to the home number and has a drop down where other numbers can be accessed. jeffrey.urkevich, this could be an enhancement request that would be very helpful to clients. Thanks for starting the discussion, Lisa Ruggles.
** Remember, to put the cell number in the cell phone field and the email in correct contact tab if choosing these as the preferred contact method
