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What's New

Faster, cleaner contact management is here

A redesigned add and edit contact experience makes updating patient records quick and effortless. And with smart phone-number matching, duplicate files are stopped before they happen.

A2V2By The A2V2 Team · 3 min read
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Smarter contact management in A2V2

Your front desk should spend its time on patients, not hunting through records or cleaning up duplicate files. Today's update makes managing contacts faster, cleaner, and a lot less error-prone.

We have redesigned the add and edit contact experience, and added intelligent phone-number matching that catches duplicates before they happen.

A cleaner way to add and edit contacts

Creating and updating patient records is now quick and effortless. The redesigned experience is simpler to navigate, so your team can get a contact in or updated in seconds.

Duplicate files, stopped before they start

Phone numbers are now matched intelligently as you type. The moment a number matches an existing patient, that record surfaces instantly, so your team links to the right file instead of accidentally creating a second one.

Duplicate patient records are a quiet drain on any practice. They split a patient's history across two files, cause confusion at the front desk, and make follow-up harder. Catching them at the point of entry keeps your records clean.

Why it matters

  • Your front desk spends less time searching for the right record
  • No more accidental duplicate files for the same patient
  • A patient's history stays in one place, not split across two records
  • Cleaner data means more reliable follow-up and reporting

Where to find it

It is live now. When you add a contact, start typing the phone number and matching records surface automatically.

Agents → your agent → CRM → Contacts → Add Contact

See how our platform works, learn about our security, or book a demo to see it in action.

Frequently asked questions

As you type a phone number when adding a contact, A2V2 intelligently matches it against your existing records and surfaces any match instantly, so you can link to the existing patient instead of creating a duplicate.

Go to Agents, select your agent, then CRM, then Contacts, then Add Contact. The redesigned experience makes creating and updating records quick and effortless.

No. Your existing contacts stay exactly as they are. The redesigned experience and duplicate detection simply make adding and updating records going forward faster and cleaner.

Duplicates split a patient's history across two files, which causes confusion, makes follow-up harder, and clutters your data. Catching them at the point of entry keeps each patient's history in one place.

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See it in your own dashboard

Book a demo and we will show you the redesigned CRM and everything else A2V2 can do for your clinic.