Change the primary contact

You can record any number of contacts for each client in your practice, but the first contact in the list is considered to be the primary contact, that is, the person you deal with most.

You can change the primary contact by moving the contact you want to make primary to the top of the list.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. On the Contacts tab use the arrows on the right to move the contact to the top of the list.

   

4. Select Save.