Mail Merge, Messaging, Newsletters and Reminders

Keep in touch with patients, parents, professionals and colleagues with letters, emails, text messages, automated appointment reminders and more.

Mail Merge - You can send mail merge documents to patients, responsible parties, and professionals in your Edge Cloud system. You can choose to view, print, capture, or email the document immediately, or send the output to a queue to be reviewed and processed at a more convenient time. See "Mail Merge" for details.

Edge Signature - Edge Signature provides a way for your mail merge documents to be digitally signed (or initialed) by one or more parties, including the patient, responsible party, orthodontist, professional, operator, and assistant. See "Edge Signature" for details

Messaging - Use the Edge Cloud messaging feature to send instant messages to one or more Edge Cloud operators and professionals. Operators will see the message in their message center widget; professionals will receive an email that invites them to log into Edge Cloud to retrieve the message. In addition, you can set up a workflow to prompt you to send a message whenever a specific event occurs. See " Messaging" for details.

Edge Reminders - Edge Reminders is an easy-to-use, efficient system for automating your patient reminders. Reminders can be sent via multiple message options including phone, text message, and/or email for any range of upcoming appointment dates. Messages can also be sent for recall reminders, birthday greetings, and more. Patient responses are automatically synched with the Scheduler and there’s no minimum monthly charge. Edge Reminders is required for Edge Broadcast, our customized newsletter application. See "Edge Reminders" for details.

Newsletters (Edge Broadcast) - Use Edge Broadcast to create and send electronic newsletters to your patients, parents, and attending professionals. Edge Broadcast provides you with easy-to-use templates, as well as tools that optionally link to your social media posts to make creating fresh newsletter content as efficient as possible. Edge Broadcast requires that your Edge Cloud system be configured for Edge Reminders. See "Edge Broadcast Newsletters" for details.