Use the New Message Set tab of your Edge Reminders window to initiate appointment reminders, birthday greetings, and other messages to subgroups of patients via phone, email, and/or text.
Home ribbon bar > 
Reminders.
Click Edge Reminders from the Tasks section of the Home ribbon bar.
If the ribbon bar is not displayed at the top of your Edge window, click the Home ribbon bar heading, then make your selection, or use the Show/Hide 
button at the far right of your screen. See "Show / Hide Ribbon Bar" for details.
Open New Message Set options - Click the New Message Set button, if needed.
Choose message - Select the type of message to send, from the list provided. Note that when you send an Office Closure message, the Custom Date 1 field of your Reminders Editor will be inserted as the date your office will be closed. (See "Set Up Edge Reminders Integration" for details about setting up the content of your text and email messages, and entering the custom date.)
Choose dates & times - Enter the starting and ending dates and times for sending the reminder messages. Message delivery will be attempted only during the date/time range you set.
Choose subgroup - Select the subgroup to use when selecting who should receive the message. Only records that fit your selected subgroup will be included.See "Set Up & Manage Subgroups" for details.
Choose delivery method(s) - Enable each type of delivery method, telephone, email, and/or text, that you want to use for this set of reminders. (You flag which phone number / email address to use for each type of message in the patient and responsible party
Create set - Click New Message Set to initiate Edge Reminders.
Confirm patients - After a few moments, you will see a list of the patients that will be contacted with your selected message. You can click a name to open that patient folder, and de-select patients to exclude them from receiving the message.
Click a name to open that patient folder.
Include / exclude individual patients, or all patients in the set.
Initiate reminders - Click Send. The messages will then be delivered within the date/time settings you selected.
Review patient confirmations & messages- Use the Message Set History tab of your Edge Reminders window, or the Reminders widget, to review the success rate of your message deliveries, the confirmed / canceled appointment responses you have received, and to listen to voice messages patients may have left regarding their appointment reminder. We recommend that you open Edge Reminders early in your day to listen to any patient messages, and review any appointment confirmations and cancellations you have received overnight.See "Review Sent Messages" for details
Generally, a recipient simply clicks a button in an email message, presses a number for a telephone message, or texts the word "yes" or "no" to a 4-digit number. The details of the confirmation process are imbedded into your messages: Please contact Ortho2 if they need to be changed.
Delete future message set - If you initiated a message set in error, you can right-click the set in the Message Set History tab or your Edge Reminders widget, and select Delete to remove the set, preventing the reminders from occurring. Note that you can only delete message sets that have not yet begun to send out messages.
Contact flags required - You must flag the contact detail (telephone number, email address, and/or cell phone number) that you want to use to deliver reminder messages for each patient, responsible party, and professional record in your database. Otherwise, the person will not get any messages, even when they fit your selected subgroup. On the other hand, if you have flagged multiple delivery contact methods, the person will receive a message in each format.
Scheduled reminders option - Use the
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