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.

Choose Your Settings

1. Add Contact Information to Patients / Responsible Parties - You can open this feature in multiple ways: Use the method that's most convenient for you.

   New patient record - As you create a new patient folder, party, enter the details in the Contact Info section of the window. (See "Create a New Patient Folder " for details.)

   

   New responsible party - As you create a new responsible party, enter the details in the Contact Info section of the window. (See "Create Responsible Party Records" for details.)

   

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

   

   Existing responsible party - Open the responsible party page and edit the Contact Info section. (See "Responsible Party Records" for details.)

   

2. 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 a message in each of the selected formats; if you do not flag any contact types, the party will not receive any messages, even when they fit the subgroup you select. (However, if the patient and responsible party contact information matches, Edge Cloud will recognize the duplicate, and send only one message in that format.) See "Send Edge Reminders Messages" for details.

   

   You can set up default Edge Reminders flags for your contact types with the Contact Categories editor. See "Set Up Contact Categories" for details.

   You can apply Edge Reminders contact selections for any subgroup of patients with the Assign Edge Reminders Defaults tool. See " Apply Edge Reminders Contacts to a Subgroup" for details.