Patient Correspondence History

The patient correspondence history includes all mail merge documents and Edge Cloud forms (such as payment receipts) you have generated for the patient and any associated responsible parties, as well as additional documents you have dragged or scanned directly into the history. Certain mail merge documents generated for dentists and other professionals associated with the patient may be included as well. (See "Create and Edit Mail Merge Documents" for details.) The patient correspondence history also tracks Edge Reminders messages, text message exchanges with your office, messages sent via Edge Portal and education videos (from your Compliance Animations, Edge Animations, and Invisalign integrations) that were selected to be viewed by the patient.

Use This Feature

Open Correspondence Panel - Patient folder Home page > Correspondence. (See "Patient Home Page" for details about opening the patient's Home page and selecting the panel(s) to view. The process is slightly different, depending on whether Normal panel mode or Single Expanded panel mode is enabled in your Visual User Options.)

Use Correspondence Panel - The Correspondence History panel of the patient's Home page contains four tabs that categorize the messages and documents you have accumulated for this patient.

Expand / Collapse / Move the Panel - (Normal panel mode only: Single Expanded panel mode always shows panels expanded.) You can expand, collapse, and move the information panel as needed. See "Patient Home Page" for details.

Some features of this panel only function when the panel is expanded. If a feature doesn't seem to be working, be sure you are in expanded panel mode.

Correspondence Tab - The Correspondence tab records the mail merge documents, educational videos, and forms you have printed for the patient, as well as documents you have dragged and scanned into the history. Messages sent from Edge Portal by the patient's responsible parties and professionals are included in this tab as well. In addition, you can copy correspondence history items to your clipboard, email documents to other parties as needed, and send internal messages referencing specific correspondence history items. Certain features are available only when viewing the correspondence panel in expanded mode.

View From Patient Information Panel - You can view, open, and print items from the Correspondence tab of the patient's correspondence history from the Correspondence patient folder widget. The widget uses the filter settings from the correspondence panel of the patient's home page to determine which items to include. Also, you can only toggle the Edge Portal flag and the Inactive flag from the home page correspondence panel, and not the patient folder widget.. See "Patient Folder Widgets" for details.

View From Treatment Hub - Your Treatment Hub can optionally display correspondence history items (from the Correspondence tab only) within the list of treatment chart records. To choose which items to include, click the Filters icon in the Treatment Chart section of the Patient ribbon bar, and select enable / disable items as needed. These filter settings are independent of the filter settings in the correspondence panel and notepad panel of the patient's home page. Edge Cloud remembers your filter settings the next time you view the Treatment Hub. See "Treatment Hub" for details.

Filter Items to Display - Click the Filter icon at the left of the frame to select the categories of items to display. When you are finished, move your cursor off the filter selection box to close it. Edge Cloud remembers filter settings by user and page: So, no matter what workstation you use, or which patient you are working with, your favorite filters go along with you. See "Set Up History Categories" for details about setting up your categories. If you enable the Correspondence patient folder widget, the widget will use the filter settings you apply here.

Edge Portal - Click the Exclude Portal column at the right-side of an item in the correspondence history to toggle whether the item appears in the Edge Portal mobile viewer.

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.

Identify Recipient - When you expand a patient's Correspondence panel, the To column indicates to whom mail merge documents were printed, captured, or emailed, according to the Email Type setting in the Merge Document editor. In addition, mail merge documents that you sent via email are preceded by an email icon, to indicate that the document was sent electronically. You can hover over the icon to see pop up a window that identifies the email address that was used.

Copy a File to the Clipboard - Right-click an item, and select Copy. The document is copied to your clipboard, ready to be pasted into another folder or application.

Send a Message - Right-click an item, and select Send Message. The New Message window opens, with a link to the patient and the correspondence history item. You may then add text to the message, select recipients, and send the message. (See "Send an Instant Message" for details.)

Email a Correspondence History Item - Right-click an item, and choose who should receive the message, with the correspondence history item attached.

View a Document / Video - Click the file name to open a document or run a video. You must have an appropriate viewing / editing tool, such as Adobe Acrobat, installed to be able to open files.

Drag Document / Image / Video - You can drag and drop almost any type of digital file into a correspondence history for archive and reference purposes. Files you may want to drag and drop include .PNG graphic files, .PDF document files, .MP3 sound files, and .MP4 video files. See "Drag & Drop Documents into Correspondence History" for details.

Scan Document - Use the Scan tool to send a digital copy of any document from your scanning device to a correspondence history.See "Scan Documents" for details.

Capture Patient Forms - Patient forms are saved in the correspondence history whenever they are printed or emailed. However, you can also use the Capture tool to save a form in the correspondence history even if you don't print or send it. See "Use Report Results" for details.

Emailed Forms Tab - Use the Emailed Forms tab of the patient's correspondence history to review the appointment cards and payment receipts that were sent using the Edge Form Email feature, instead of being printed. (See "Set Up Form Email Options" for details about enabling this feature.)

Edge Reminders Tab - Use the Edge Reminders tab of the patient's correspondence history to review the Edge Reminders messages that were sent to that patient. The panel includes the message format (email or phone), recipient phone number or email address, date and time the message was sent, message template used, confirmation response, message status, the appointment that was referenced, and your sending phone number or email address. (See "Review Sent Messages" for details about Edge Reminders messages.)

Text Messages Tab - Use the Text Messages tab of the patient's correspondence history to review the record of text messages that have occurred between the patient and your office including messages you have deleted from the Text Messaging window,. If the patient has multiple cell phone numbers, you can use the Cell Number drop down list to select which number's text messages to view. If a message was sent to multiple patient / responsible party phone numbers, you can click a name to open that patient or responsible party record. You can also right-click to access a basic text editing menu, or use standard cut, copy, and pasteYou can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. keyboard shortcuts. See "Text Messaging" for details about using this feature.

More Information

Sort Data - Click a column heading to sort the data by that column. Click the same column heading to reverse the sort order.

Adjust Columns - You can adjust both the width and location of the columns in the window. All columns return to the defaults when you exit and re-enter.

Mail Merge Documents - Processed mail merge documents are automatically added to the appropriate correspondence history, in .PDF format, as they are completed. Depending on the document selection type, it may be recorded in multiple correspondence histories, such as both the dentist and patient histories. (See "Create and Edit Mail Merge Documents" for details.)

Other Correspondence Histories - Your Responsible Party, Professional, Insurance Company, and Office Contacts records also contain correspondence histories. These histories include certain mail merge documents, as well as files you have dragged or scanned into that record. Your HR Manager employee records include a correspondence panel that keeps a copy of all mail merge documents you have generated for the employee, as well as documents you have dragged or scanned into the record. The Correspondence dashboard or application widget is your practice correspondence history, where you can keep track of documents, images, and other files related to your practice. You can drag and scan files into this history.

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