When adding users or contacts to your clinic’s system, you might encounter the error "This Email Has Already Been Taken." This means the email address you’re trying to add is already associated with an existing account in your clinic. Here’s what to check and how to address the issue:
Step 1: Check the Clinic’s User List
- Go to the Clinic Users List: Navigate to your list of users in the system.
- Use the Username Filter: Use the filter to search for the email address you’re trying to add. If the email already exists, you will see the associated user’s details.
Note: Be sure to check both the active and inactive user lists.
Step 2: Identify the User's Role
If the user is already in the system, review their current role:
- A client can also be assigned a guardian role, and vice versa.
- However, clients or guardians cannot be added as third-party contacts or funders.
- Similarly, a third-party contact cannot also serve as a funder.
Step 3: Delete User or Use a Different Email Address for Additional Roles
If the user needs to serve in multiple roles(e.g., both a client and a funder), they will need to register with a unique email address for each role. This helps maintain clear distinctions and prevents conflicts within the system.
If this user’s role is no longer active or has changed, you can permanently delete their previous profile and re-add them with the updated role. For guidance on deleting a user, please refer to this article: Clinic User's Status
By following these steps, you can resolve the "This Email Has Already Been Taken" error and ensure accurate role assignments for users.