Call Insight: Add to Existing Patient

This article will discuss how to add a new phone number to an existing patient

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

If a patient calls from a new number, you can add the unsaved number to the patient's contact information right from the Call Pop Up in Call Insight. Watch the video to learn how:

How to Add a Phone Number to an Existing Patient

  1. Click View on the Unknown Caller notification

  2. Select the Add to Existing Patient icon

  3. Search for the patient and click into their patient card. This will add the number to their profile

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