# Set Phone Number and Date of Birth Formats for EHR Copy Paste
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-phone-number-and-date-of-birth-formats-for-ehr-copy-paste

**Purpose:** Make copied data paste directly into your EHR without edits.

### Steps

1. Open any call.
2. In the right panel, locate the settings for Phone Number Format and Date of Birth Format.
3. Choose the format your EHR expects.
    
    
    - Phone example formats: (617) 800-9983, 617-800-9983, 6178009983.
    - DOB example formats: 12-03-1994, 12/03/1994, 1994-12-03.
4. Save your selection.
5. The display and copy action will now use your saved formats for all calls.

### Tips and good practice

- These settings are persistent. Set them once per workspace.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simboconnect-ai-phone-copilot/page/set-phone-number-and-date-of-birth-formats-for-ehr-copy-paste