Accurate contact information helps ensure important notifications, appointment reminders, and invitations are delivered to the right place.
How to Access and Use the Telecom Section
1. Navigating to the Telecom Section
From the Patients tab, open the patient profile you want to update.
In the Patient Information module, click the Telecom tab in the left sidebar.
2. Viewing & Editing Email and Phone
The patient’s current email and phone number will be displayed.
To make changes, simply click into either field.
After editing, click Update at the bottom right.
Updates are reflected in both the sidebar and main panel.
3. Sending and Resending Invitations
On the right-hand panel, you’ll see Invitation history, which tracks previous invitations sent.
Each entry shows:
The email used
The date the invitation was sent
Current status (e.g., Pending)
To send or resend an invitation, click the Send Invitation or Resend Invitation button.
If you’ve updated the email address, the system will confirm before sending the new invitation.
4. Tracking Invitation Status
The system shows whether invitations are Pending, Accepted, or Expired.
Pending invitations can be resent at any time.
Expired invitations display their expiration date.
Fields in the Telecom Section
Field | Description |
Patient’s primary email address. | |
Phone | Patient’s primary phone number. |
Invitation History | List of invitations sent, their dates, and current status. |
Send/Resend | Action button to send or resend patient portal invitations. |
✅ Best Practice Tip: Always confirm the patient’s email address before sending an invitation to avoid errors or delays in portal access.