How do I update a phone number and manage duplicate accounts in RepeatMD?
Maintaining accurate contact information in RepeatMD is essential to ensure smooth account access and prevent the creation of duplicate accounts. This article outlines the steps to update a phone number and manage duplicate accounts effectively.
Importance of Updating Contact Information
Keeping a patient’s contact information current is crucial for maintaining accurate records and ensuring consistent access to their account. This is particularly important when the patient changes their phone number, as the updated phone number is used for login verification and communication.
Steps to Update a Phone Number
If a patient changes their phone number, follow these steps to update it:
Go to Client Profiles and search the patient's name in the search bar.
Click on the patient's Client Profile: Ensure you are working on the correct patient account, especially if it has an active membership.
Update the Phone Number: Once you have confirmed the correct patient Client Profile, contact support@repeatmd.com to update the patient's phone number. You will need to share the patient's name, account details, and the patient's updated phone number. This way RepeatMD's Support Team can identify the correct Client Profile and make the desired phone number update.
How to Avoid Duplicate Accounts
To prevent the creation of duplicate accounts due to a phone number change:
Update Existing Accounts Promptly: When a patient acquires a new phone number, update their existing account immediately to avoid potential login issues. Patients generally create duplicate accounts when they cannot access their original account.
By maintaining the original account with updated contact details, you ensure seamless access and record consistency.
Managing Duplicate Accounts
If a duplicate account has already been created, follow these steps:
Identify the Duplicate Account: Verify which account has the correct and most up-to-date information.
Update the Primary Account: Ensure the phone number and any other contact information from the duplicate account is added to the original account (if applicable).
Delete the Duplicate Account: Remove the duplicate account from the system by contacting support@repeatmd.com to remove the duplicate account.
Once updated, the patient will have a single active account and can log in using their updated phone number.
By maintaining up-to-date contact information and following proper account management procedures, you can prevent issues related to duplicate accounts while ensuring patients continue to enjoy uninterrupted access.