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Change your patient's preferred contact method

Patients will receive their surveys and reminders via your clinic's default communication method (you can set this in your clinic settings). However, you can also set a preferred communication method for individual patients. 

If a patient has no set preferred communication method, they will receive communications via your clinic's preferred communication method. 


Here's how to change your patient's preferred contact method:

1) Navigate to the patient record and click Edit.

2) Scroll down to the Prefers dropdown, then select the preferred contact method (None, Text message, Email).

3) Remember to hit Save

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