Removing a Patient Email from the Chart

An email address is no longer required in a patient chart unless the patient has already created a Patient Portal account.

This gives your practice more flexibility when managing patient records while maintaining secure access for patients who are already registered.

When You Can Remove the Email

You can remove the email address from a patient chart if:

• The patient has not created a Patient Portal account.
• The email was added by mistake.
• The patient prefers not to use email for communication.
• You need to use that email address for another patient who is currently inactive.

In these cases, simply edit the patient’s chart and remove the email field. No additional steps are required.

When You Cannot Remove the Email

You cannot remove the email address if:

• A Patient Portal account has already been created using that email.

Once a portal account exists, the email becomes tied to the patient’s login credentials and is required for authentication and account access.

If the patient needs to update their email after creating an account, follow the standard email update process instead of removing it.

Important

Before removing an email, confirm whether a Patient Portal account has been created. Removing the email from a chart with an active account may prevent the patient from logging in and receiving notifications.