How to update a patient's email in Roster

Do you have a patient that is changing their email address or booked an appointment with the wrong address? This guide will walk you through the steps you can take to change the email address.

1. Create new appointments with the new email address, put the word “Active” next to their name 

2. Add contact to Roster by checking the "Add to Roster" box. 

3. In your Roster, add “Inactive” to the name of your patient’s old email address. 




Please note that all appointments associated with the old account will not be lost unless you remove the contact from Roster. You will be able to see previously stored information (phone number, payment information, email address, notes, files, forms) associated with the old email address. 

Moving forward, the new email address will store your patient’s new information and appointments.