Set Up Patients & Responsible Parties for Reminders

Use the patient and responsible party Contacts fields to indicate whether to send Edge Reminders messages to that person via phone, text, and/or email. You can activate contacts when you create a record, and edit the record to change the contact method at any time.

How to Get Here

• Create a new patient or responsible party > Contact Info.

   

  Create a new patient folder, and select the Contact Info section: (See "Create a New Patient Folder " for details.)

  

  Create a new responsible party and select the Contact Info section: (See "Create Responsible Party Records" for details.)

  

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• Edit the Patient Information Panel or Responsible Party Page > Contact Info.

   

  Edit the Patient Information Panel of a patient folder, and select the Contact Info section: (See "Patient Information Panel" for details.)

  

  Edit a responsible party record select the Contact Info section: (See "Responsible Party Page" for details.)

  

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Use This Feature

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.

If you flag multiple contact types, the party will receive multiple Edge Reminder messages; if you do not flag any contact types, the party will not receive any messages, even when they fit the subgroup you select. See "Send Edge Reminders Messages" for details.

In addition, you can flag the same contact type for multiple messages: For example, you can flag the patient's cell phone to receive both phone and text messages.

• Set Up Edge Reminders
  • Activate & Configure Edge Reminders
  • Set Up Patients & Responsible Parties for Edge Reminders
  • Set Up Reminder Messages
  • Set Up Scheduled Reminders

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