Set Up Scheduled Reminders

Use the Scheduled Reminders tab of your Reminders editor to schedule recurring messages, such as daily appointment reminders, and weekly birthday reminders. Once set up, active reminders will be sent automatically.

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Get Started

Set Up Your Messages - Use the Messages tab of your Reminders editor to create and edit the Edge Reminders messages you send via email and text message. (To create and update telephone voice messages, contact Ortho2.) You must have at least one message created before you can schedule reminders. See "Set Up Reminder Messages" for details.

Choose Your Settings

Open Edge Reminders Integration - Select Editors from the Tools section of the Home ribbon bar. Then from the Integrations section, open the Reminders editor. (You can also use the Search field to look for the editor you want to work with.)
Provide Credentials - Enter your Edge Cloud user name and password. Only operators assigned to a security model that allows full access to the Edge Reminders Editor settings of the General Administration group can open this editor. See "Set Up Security Access" for details.
Select Edge Reminders - Choose the Edge Reminders plug in, and enable the Activate option. All Edge Reminders set up options are then available to you.

Open Scheduled Reminders - Open the Scheduled Reminders tab.
Create or Edit a Scheduled Reminder - Choose an existing scheduled reminder to work with, or create a new one.

Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right. If not all your records appear in the list, enable the Display Inactive option.

Create a New Record - Type a description in the Create New portion of the window. Then click Add. You can then edit your record to complete the details.
Enter Details - Enter the dates and times the reminder should be run.

Name - Use a descriptive name for your scheduled reminder.

Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

Recurrence - Select how often you want the reminders to be sent: Daily, Weekly, Monthly, etc.

Day of week - If you select the Daily recurrence, enable each day of the week that you want the reminders to be run (generally week days).

Message - Choose the message to send when this reminder is run. (See "Set Up Reminder Messages" for details about setting up your messages.)

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 "Subgroup Editor" for details.

Start Date / End Date - Enter the first date, and optionally the last date that you want the scheduled reminder to be activated. If you want the reminder to recur for an undetermined length of time, leave the end date blank.

Start Time / End Time - Enter the starting and ending times for sending the reminder messages. Message delivery will be attempted only during the time of day you set.

Time Zone - Select your time zone from the drop down list to be sure the messages are delivered at the appropriate local time.

Culture - Select the format to use for the date and time, according to the standardized culture settings for your area.

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 Contact details (See "Set Up Patients & Responsible Parties for Reminders" for details).)

Retries - Select the maximum number of retries, and minutes between retries, for telephone messages. These fields, which are operator-specific, are ignored for email and text messages. These fields override the values on the Setup tab of the Reminders editor. (See "Set Up Edge Reminders Integration" for details.)
Save Changes - Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

More Information

Preview scheduled reminders - You can preview the details of reminders that are scheduled to be activated from the Upcoming Scheduled Reminders tab of the Edge Reminders window. See "Send Edge Reminders Messages" for details.

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 methods, the person will receive a message in each format. (However, if the patient and responsible party contact information matches, Edge Cloud will recognize the duplicate, and send only one message in that format.)

Contact Info - Enter phone numbers and email addresses into the Contact Info fields. You can also flag the contact information to use for delivering Edge Reminders messages. (See "Set Up Contact Categories" for details about setting up your contact types.)

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.

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.

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.

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