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.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
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On the Contacts tab use the arrows on the right to move the contact to the top of the list.
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Select Save.
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