Do Not Call (DNC) Requests

Please follow this job aid when patient is requesting to be placed on our "Do Not Call" list.

1. On the Patient Folder, click on the "Edit Patient" button (person with pencil)
   
   
2. The Edit Patient tab will open
   
   
3. On the Patient tab, complete the following
   • Cut and paste address from "Address 1" to "Address 2"
   • Add DNC and reason to "Address 1"
   • Delete all phone numbers and email addresses
   • Example:
     • From this...
       
     • To this...
       
4. While still on the Patient tab, click the "Patient Alerts" button (person with exclamation point)
   
   
5. The Patient Alerts window will populate. Check the box next to "Do Not Contact"
   
   
6. Click "OK"
   
   
7. Click on the Patient Notes tab to document reason for DNC
   
   
8. Click "Save"
   

EDITED: 06/22/2022