Get Started with Edge Reminders

Copy From Current RP / Copy from Patient - (Available only when ceating a new patient folder.) If you have already filled out contact details for either a new patient or a new responsible party, you can click the Copy from Current RP link from the patient section of the window, or the Copy from Current Patient link from the responsible party section of the window to add those contacts to the corresponding list. If you had already entered some contact details, the new details will simply be added to the list.

Add a Contact - Click [ + ] to add a new line to the contact list, and select the appropriate type. (See "Set Up Contact Categories" for details about setting up your contact types.) Then enter the phone number or email address in the Detail column. If you want to send text messages with Edge Reminders, be sure to include at least one phone number categorized as a cell phone in your Contact Categories.

Assign Edge Reminders Contacts - Enable the Telephone, Text, and/or Email icon beside the contact you want to use for the delivery of Edge Reminders messages.

Remove a Contact - Select the contact detail you want to work with, then click [ - ] to remove it from the patient folder.

Send an Email - When viewing the record, you can click the email address in the Contact Details section to send a Quick Message to this party. See "Send Quick Email Messages" for details.