Contact Fields Reference

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Introduces the platform's purpose and core concepts so new users can build a mental model before they open the product for the first time.


Overview

What is Subflow?

Key Concepts: Care Plans, Workflows, and Tasks 

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Create a Task 

Manage Tasks 

Find here explanations for HIPAA requirements in the context of Subflow. Know when and why to use the platform's secure messaging features before you start communicating with patients.

Compliance & Security

Consent Requirements for Messaging Referred Patients

SMS HIPAA Compliance Best Practices

SMS Deliverability Best Practices

Guidelines for Compliant use of Subflow

Explore our articles on patient record management, tagging, and dynamic grouping.

Contacts and Segments

What are Contacts?

Create and Edit a Contact

Add and Manage Tags

Create a Segment

Manage Contacts and Segments

Learn how to communicate with patients at scale and in real time using SMS broadcasts, email campaigns, two-way conversations, and reusable message templates.

Messaging

Messaging in Subflow

Create an SMS Broadcast

Manage a Broadcast

Create an Email Campaign

Create a Message Template

Manage Two-way Conversations

Use Secure Chat

Explore how digital patient questionnaires are built and used in Subflow. Understand the forms patients receive, review their submissions, and identify alarming responses that require follow-up.

Forms

Forms in Subflow

Create a Contact Field

Build a Contact Form

View and Manage Form Submissions

Learn how to upload and organize educational files, build courses for patients and staff, and send consent forms and other documents for digital signature.

Content

Content in Subflow

Create a Course

Electronic Signature in Subflow

Manage Courses

Upload and Manage Files

Create a Document Template

Learn about Subflow's macro-level patient journey visualization. Clinical staff can see where each patient stands in their care protocol, understand how workflows attach to stages, and eventually create and manage their own care plans.

Care Plans

Care Plans in Subflow

Understand the Care Plan View

Create a Care Plan

Understand Subflow's automation engine: how workflows are triggered, what actions you can take, and how to build and manage them. Learn how you can create your own workflows for any use case.

Field type	Description	Example
Single-line text	Captures a brief free-text response in a single line. Used for short inputs such as a name, a single symptom, or a numeric value.	Patient enters their primary care physician's name: "Dr. Martinez"
Multi-line text	Captures a longer free-text response across multiple lines. Used for open-ended inputs such as symptom descriptions or patient notes.	Patient describes their pain: "Persistent lower back pain for three days, worse when bending forward or sitting for long periods"
Email	Captures an email address.	Patient enters: sarah.jones@email.com
Phone Number	Captures a phone number.	Patient enters: (615) 555-xxx2
Dropdown	Presents a predefined list of options where the patient selects one from a collapsed menu.	Patient selects their preferred language: "Spanish"
Checkbox	Presents a single option the patient can check or leave unchecked. Used for standalone consent or acknowledgment items.	Patient checks: "I confirm I have read the pre-op instructions"
Multiple-checkbox	Presents a list of options where the patient can select one or more. Used for questions with multiple valid answers.	Patient selects all current symptoms: "Headache", "Nausea", "Fatigue"
Radio	Presents options as radio buttons where the patient selects exactly one. All options are visible at once as individual buttons.	Patient selects pain level: "Moderate" from the options Mild / Moderate / Severe
Date	Captures a date using a date picker.	Patient selects their surgery date: March 15, 2026
Date and time	Captures both a date and a time. Used when the exact time of an event matters.	Patient enters the time they last took medication: March 15, 2026 at 8:00 AM
Time	Captures a time of day without a date.	Patient enters the time their symptoms started: 6:30 AM
Contact	Select a contact from the list of contacts available in your organization.	Staff selects the patient's assigned nurse navigator: "Jamie Reyes"
List	Captures an open-ended set of items as a structured list. Used when a contact needs to provide multiple values that do not map to predefined options.	Patient lists current medications: "Metformin 500mg", "Lisinopril 10mg", "Atorvastatin 20mg"

Subflow Health

Contact Fields Reference

Field types

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