Create Dentist & Other Professional Records

Add and maintain Professional records for the consulting and treating professionals, such as oral surgeons, pedodontists, and periodontists, that work with your patients. Each record includes the professional's name, practice name, address, phone number, several user-defined fields, correspondence history, list of patient assigned to this professional, and a notepad you can use to add additional information. You can optionally include a photograph in each record.

Get Started

Define Professional Types - Use the Pofessional Types editor to maintain a list of the kinds of professionals that work with your patients, such as oral surgeons, periodontists, dentists, and more. You can then use your Professional editor to add records to each professional type. See "Set Up Professional Types" for details.

Flag "Email" and "Work Phone" Contacts - The Professional List report includes the contact details for the email and the work phone contact styles. In order for Edge Cloud to recognize this information accurately, you must use the Contact Categories editor to assign a category to the "Email" style, and to the "Work Phone" style. Then, in your Professional Editor, be sure to use those categories when entering the contact information. See "Set Up Contact Categories" for details.

Use This Feature

1. Open New Professional Window - File ribbon bar > New > New Professional. (Or press Ctrl+N on your keyboard to open the New file options.) You can also open the New Professional window while searching to open a professional record with Fast Find. See "Professional Records" for details.

   

2. Biographical & Address Details - Enter the individual's professional type (i.e. dentist, oral surgeon, speech therapist), name, birthdate, address and other basic information. The greeting field is primarily used for mail merge documents: Enter the greeting as you would like to see it in the salutation of a letter. All required fields are preceded by a red asterisk ( * )

   

3. 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.)

   

   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.

   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.

   Remove a Contact - Select the contact detail you want to work with, then click [ - ] to remove it from the record.

   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.

4. User Defined Information - The User Defined Information section details the unique information you have chosen to include in your professional records.You can change the details when you open the record from the Professionals editor, or by clicking the Edit link while viewing the professional's page. See "Set Up Professional Types" for details about defining the type of information you want to track.

   

5. Professional Links - Use this section of the professional record to indicate with professionals this party prefers to work with. When you create a link in one professional record, that same link appears in the other party's record automatically. You can change the details when you open the record from the Professionals editor, or by clicking the Edit link while viewing the professional's page.

   

6. Save Your Changes - Click Save to save the changes you have made and close the editing window.

More Information

Link to Patient - You can link professional records as you create patient folders, or when you edit the Patient Information Panel.

Review / Edit Professional Records - You can review and edit professional records from linked patient folders, or from the Professional editor. See "Professional Records" for details.

Messaging Option - When you select a professional to receive a message you send via Messaging, the processional can optionally receive a notice of the message at the email address in the professional record; the professional must then log into Edge Portal to retrieve the complete message text. You may choose to have multiple messages condensed into a digest, to be emailed to the professional at one time, instead of many times throughout the day. In addition, messages received through Edge Portal are saved in the correspondence history. If a patient link was included, the message is saved in the patient's correspondence history as well. Use your Edge Portal settings to enable / disable the professional message options. See "Send an Instant Message" for details.

Print - You may want to print this list as a report for reference. See "Professional List" for details.