Add a Contact to a Patient’s Account

Osmind allows you to add additional contacts to a patient’s account so that designated people (such as parents, guardians, caregivers, or family members) can receive notifications, reminders, and billing information on behalf of the patient. This helps pediatric providers, care teams, and practices managing shared access for family workflows.

When to Add a Contact

Adding a contact is helpful when:

• A parent or guardian needs access to email notifications, appointments, or billing details for a minor.

• A caregiver or family member assists the patient in scheduling or payment management.

• You want to ensure reminders or other automated messages are sent to the appropriate responsible party.

How to Add a Contact to a Patient’s Profile

1. Go to the Patient Profile for the appropriate patient.

2. Locate Actions > Family and Contacts section.

3. Click Add Contact.

   

4. Enter the contact’s first name, last name, and email address.

5. Choose which notifications this contact should receive:

   • Appointment reminders

   • Superbills or invoices

   • Portal invites

   • Other administrative emails

6. Save the contact

   

Once added, the contact will receive the notifications selected and can be included in the patient’s communication flows as appropriate.

Note: Adding a contact does not automatically grant full access to the patient’s portal. Portal access must be granted separately if you want the contact to log into the portal on behalf of the patient.

What the Contact Receives

Contacts may receive:

• Appointment confirmations and reminders

• Billing notifications and superbills

• Portal invitations (if portal access is granted)

• Other messages directed to the patient that you select during setup

You can always edit or remove contacts later if circumstances change.

Managing Contacts

After adding a contact, you can:

• Edit contact details — Update email address, name, or notification settings.

• Remove a contact — Remove people no longer responsible for patient communications.

  • Client Profile > Actions > Client Info > Family and Contacts

  • Click the [...] next to the contact

  • Select Remove Contact

  

• Resend portal invites — If a portal access invitation wasn’t received or was misplaced.

These actions help keep patient communication preferences up to date and ensure the right people are receiving the right messages.

Use Cases & Best Practices

• For pediatric patients, add a parent or guardian contact so appointment reminders and billing notifications go to them.

• For patients with caregivers (e.g., adult children or family members who assist with administrative tasks), add the caregiver as a contact with appropriate permissions.

• Only grant portal access when you intend for the contact to log into the patient’s portal — otherwise, use the notification settings to control what the contact receives.

Good contact management supports streamlined communication, reduces missed messages, and clarifies roles for patients and their families.