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India from the new customer support team explains how to set mandatory fields on a patient's file. In the video tutorial, she shows how to navigate to the configuration settings and select which fields will be mandatory when adding a new patient, such as postcode and date of birth. It is recommended to also set mobile phone, email address, and contact preferences to ensure GDPR consent from patients.Prompt reminders will appear if mandatory fields are missed. Once settings are configured, select OK to save changes.
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