Apply Edge Reminders Contacts to a Subgroup

You can apply Edge Reminders contact selections for any subgroup of patients with the Assign Edge Reminders Defaults tool.

1. Open Assign via Subgroup Window - Home ribbon bar > Tools Section >  Other Tools > Assign Edge Reminder Defaults via Subgroup.

   

2. Choose Defaults to Apply - Select the contact type to work with (patient, responsible party, or professional), then select the category you want to apply defaults to (i.e. Appt Phone, Cell Phone, or Email). Finally, choose whether to enable or disable the category for each type of Edge Reminders message output, or choose None to leave the existing category assignment as-is.

   You apply defaults for one contact type and one category at a time. If you want to apply defaults to different contact types and/or categories, you will need to run this tool multiple times.

   

3. Choose Subgroup - Choose the subgroup to use for the contact defaults. (See "Subgroup Editor" for details about creating subgroups.)

   

4. Review / Edit List - View the list of records that fits your subgroup at the right of the window. If needed, click Refresh to generate the list. To remove a record from the list, click the name, then press the Delete key on your keyboard. If you press Refresh again, the selected subgroup will be re-generated, and the deleted names will return to the list.

   

5. Apply Defaults - When you are satisfied with the list of records that will be affected, click Apply. The selected Edge Reminders contact information will be applied to each listed record immediately.

   Only existing contacts for the listed records will be affected: If the patient, responsible party or professional doesn't have the type of contact being changed, that record is ignored.