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How do I update a patient’s email address?

Fix a patient's email address from any of their requests. If the email bounced, you can fix it and resend in one step. This takes about a minute.

If the email couldn't be delivered

A red notice at the top of the request says the email couldn't be delivered.

  1. On the notice, click Update email & re-send.
  2. Enter the correct address under Patient email.
  3. Click Save & re-send.

You see Patient email updated — the request was re-sent. Once the new email is delivered, the notice clears and payment reminders start again.

If you see Patient email updated, but the re-send failed, the address is saved. Click Resend email in Actions to try again.

Any other time

  1. In the sidebar, click Service Requests and open one of the patient's requests.
  2. In Actions, click Update patient email.
  3. Enter the correct address and click Save email. You see Patient email updated.
  4. To send the payment link to the new address, click Resend email.

The new address is used for the patient's other open requests too, from their next email or reminder.

When you can't change it here

  • The patient has their own Docnote account. They change their email in their account settings. Docnote tells you so if you try.
  • The patient came from PS Suite. Docnote can't change the chart in PS Suite. Update the email in the patient's chart as well, or the next request from PS Suite brings back the old address. Docnote warns you about this when you edit.

Still stuck?

If something doesn’t look right, our customer support team can help. Contact customer support or email support@docnote.com.