Send Edge Reminders Messages

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. (This feature is not available from the Reminders dashboard or application widget.)

Use This Feature

Open Edge Reminders - Home ribbon bar > Tasks section > Services drop down > Reminders.
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. 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 Details - Enter the dates, times, delivery types, and subgroup to use for this set of reminder messages.

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.

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.

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).)
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.

More Information

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. However, 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 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.

Scheduled Reminders Option - 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. See "Set Up Scheduled Reminders" for details.

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