Create and Edit a Contact
Last updated 5 days ago
This guide walks you through adding a new patient contact record in Subflow and updating the details of an existing contact.
How to create a contact
Follow the steps below to add a new contact to Subflow. You will need to fill in the contact's basic details through a form, set their communication preferences, and assign them to a care team when required.
✏️ To save the contact successfully you must enter all required fields on the form.
Select Contacts from the application dropdown in the left sidebar.
Click New Contact in the top-right corner of the page.
Fill in the contact's details. The form always includes a Basic information section with the following fields:
First name (required): The contact's legal first name, as it appears on their records.
Last name (required): The contact's legal last name, as it appears on their records.
Email address (required): Used to send email communications to the contact. Make sure this is an address the patient actively checks.
Mobile phone number (required): Used to send SMS messages and conduct two-way conversations with the contact.
Date of birth: The contact's date of birth. Used to help verify patient identity.
Last 4 digits SSN: The last 4 digits of the contact's Social Security Number. Used as an additional identifier to verify the patient's identity.
Set the contact's communication preferences in the right panel. If a toggle is off, Subflow will not send that type of communication to the contact. Any workflow step that would send an email or SMS to this contact will be skipped if the corresponding opt-in is not enabled.
Toggle on Email Opt In if the patient has consented to email communications.
Toggle on SMS Opt In if the patient has consented to SMS messages.
Toggle on both if the patient has consented to both.
Add one or more tags to the contact if they belong to a specific patient category. You can select multiple tags. If no suitable tag exists yet, see the Create a Tag Guide before returning to this step.
Select the team responsible for this patient's care.
Click Save to create the contact record, or Reset to clear the form and start over.
Contacts can also be created automatically when a patient submits a form that includes the required fields (first name, last name, email address, and mobile phone number), as long as no matching contact already exists in the system.
Edit a contact
Contact records can be updated at any time. Follow these steps change a contact’s details, such as contact information or custom contact fields.
Select Contacts from the application dropdown in the left sidebar. The contacts list will appear. You can search for a contact by typing into the search box, or use the filter options to narrow the list by specific details.
Open the contact record in one of two ways:
Click the contact's name directly on the list, or
Click the three-dot menu in the Actions column for that contact, then select Manage contact.
Click the Details tab on the contact page to open the contact form.
Select the section you want to update and make your changes.
Click Save to apply the changes, or Reset to discard them.
Related articles
What are contacts?: Learn who contacts are and how they are used in Subflow.
Add and manage tags on a contact: Learn how to add, organize, and manage tags for contacts.