📣 We have moved! All of the most up-to-date information on WebPT Products can be found in its new home on WebPT Discover.

Add Patient Email Address

Let’s review how to add a patient’s email address to their chart. Email addresses are key for appointment reminders and virtual visits, and WebPT Reach.

For members who use Reach, email collection is especially important. We recommend collecting your patient’s email address during the intake or scheduling process, because Reach can only send messaging to that address (and/or mobile phone field) if it exists in the system. Adding this information as early as possible streamlines the process and ensures a smooth patient experience.

Note: If you have selected Email Address as a required field on the Patient Intake Form, the patient’s email address will automatically load in the Contact tab. You can learn more about the Patient Intake feature here.

Adding an Email Address

  1. Navigate to the patient's profile and select the Patient Info tab.
  2. From the Contact Info tab, click Add Contact to enter a new email address.
  3. From the drop-down menu, select Email.
  4. Enter the patient’s email address and click Ok
    Important: Select the  Set as Primary checkbox if you wish to make the email address the patient’s primary contact.

Verifying an Existing Email Address

  1. Navigate to the patient's profile and select the Patient Info tab.
  2. Select the Contact Info tab to view the patient’s email address.
  3. To update the patient’s email address, click the edit icon.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.