Patients’ Contact Preferences

Last updated:
February 25, 2026
by
Mike Norworth
Knowledge Base
>
Patients’ Contact Preferences

Contact preferences are taken into account throughout the application. Here’s an overview:

Contact Preferences within Patient Demographics

  • Within a patient’s demographics forms, users can add, view and update a patient’s preferred contact methods.
  • Contact options such as Mobile, Work Phone, Email, etc., are available. ECLIPSE uses this information when contacting a patient on behalf of your practice (e.g. an automatic appointment remionder).

Automatic Preference Sync When Marking Primary Contacts

  • Whenever a contact type (e.g., mobile number, email) is marked as Primary, ECLIPSE EHR Cloud automatically updates the patient’s contact preferences based on this selection.
  • These preferences are utilized across the entire application wherever reminders, notifications, or other patient interactions are involved, ensuring that the patient is always contacted via their preferred method as required by HIPAA.

Preferred Contact Display in Scheduler (Quick Launch)

  • In the Scheduler view, when accessing a patient via the quick launch feature, the application displays the patient’s primary contact information as a quick reference. This provides immediate visibility into the most appropriate method to reach the patient without having to navigate into the full patient record.

Report Filtering Based on Contact Preferences

  • Filtering allows you to target groups of patients based on contact preferences, allowing you for example, to send an emailed form letter to a large group of patients simultaneously.

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