Workflow Trigger Editor

Use the Workflow Triggers editor to tell Edge Cloud which workflow to initiate when certain actions or events occur.

1. Open Triggers Editor - Home ribbon bar > Tools section > Editors > Workflows > Triggers. (You can also use the Search field to look for the editor you want to work with.)

   

2. Choose a Trigger - The possible triggers, or Edge Cloud events, that can initiate a workflow are listed at the left of the window, along with any workflow that is already assigned to the trigger. Click to highlight the trigger you want to work with. (Additional triggers, such as Status Change triggers, are found in their respective editors, and not in the Triggers editor. These triggers are listed at the end of this article.)

   Additional ways to trigger workflows are listed at the end of this article.

   Appliance Checked In - Use the Appliance Checked In workflow trigger to activate a workflow whenever a patient appliance has been flagged as "received", regardless of the appliance type. (You can also trigger a workflow whenever a specific type of appliance is either "sent" or "received" with the Appliances editor.)

   Appointment Triggers - Use appointment workflow triggers (Canceled, Changed, Deleted, Kept, Made, Missed) to activate workflows whenever patient appointments are processed in a specific way, regardless of the procedure. Appointment workflows are triggered only through the appointment processing function: They are not triggered when you use drag & drop to change an appointment, or when you change the appointment status from the patient's Appointment History. (You can also trigger procedure-specific workflows with the Appointment Procedures / Types editor.)

   Contract Changed - Use the Contract Changed workflow trigger to activate a workflow whenever you change the contract structure of an existing patient contract.

   Contract Paid in Full - Use the Contract Paid in Full workflow trigger to activate a workflow whenever a receipt transaction results in paying off the patient's contract.

   Create Contract - Use the Create Contract workflow trigger to activate a workflow whenever you create a new contract for a patient. See "Create a New Contract " for details.

   Create / Edit Treatment Chart Entry - Use the Create Treatment Chart Entry or Edit Treatment Chart Entry workflow trigger to activate a workflow whenever you create or edit a treatment chart record for a patient. (You can also trigger a workflow when a specific Treatment Chart or Treatment Plan list response is entered into a patient's treatment chart or plan. See "Treatment Chart & Plan Lists" for details.)

   Extraction Request - Use the Extraction Request workflow trigger to activate a workflow whenever you apply the Extraction Request property to a patient's tooth chart.

   Needs Appointment - Use the Needs Appointment workflow trigger to activate a workflow whenever you process an appointment or change a patient status that places them on your Needs Appointment list. (Placing a patient on the Needs Appointment list by creating a Treatment Chart record will not trigger the workflow.)

   New Operator - Use the New Operator workflow trigger to activate a workflow whenever a new operator account is created in your Edge Cloud system.

   New Patient - Use the New Patient workflow trigger to activate a workflow whenever a new patient folder is created in your Edge Cloud system. (This workflow will not be triggered when using the Promote feature to create a patient folder from a non-patient family member.)

   Open Patient - Use the Open Patient workflow trigger to activate a workflow whenever you open an Edge Cloud patient folder. (You can also activate patient-specific alerts whenever you open a patient folder. See "Patient Alerts" for details.)

   Open Treatment Chart - Use the Open Treatment Chart workflow trigger to activate a workflow whenever you open the Treatment Hub page of a patient folder. See "Treatment Hub" for details.

   Patient Tracker Triggers - Use Patient Tracker workflow workflow triggers (Checkout, Exit, Seat, Sign-in) to activate workflows whenever you update a patient's Patient Tracker status. See "Patient Tracker" for details.

   Sign Document Complete - Use the Sign Document Complete workflow trigger to activate a workflow whenever an Edge Signature document has been signed.

   Transaction Excluded From Deposit Slip - Use the Transaction Excluded from Deposit Slip workflow trigger to activate a workflow whenever you flag a ledger receipt with Exclude From Deposit Slip. (Note that receipt adjustments and refunds are always excluded from the deposit slip, and do not trigger this workflow.)

3. Select Workflow - Click in the Workflow column to choose an existing workflow for the selected trigger, or use the Workflow Wizard icon to create a new workflow to assign to this trigger.

   

4. 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

Edit Workflows - See "Workflow Editor" for details. about editing your workflows.

Appliance Triggers - The appliance workflow you assign in the Triggers editor is not specific to an appliance type: It will function whenever any appliance is flagged as "received". However, you can use the Appliance editor to assign workflows to activate whenever you send and / or receive a specific appliance type for a patient. See "Set Up Appliance & Destination Lists" for details.

Appointment Triggers - The appointment workflows you assign in the Triggers editor are not procedure-specific: They will function whenever the trigger occurs for any appointment. However, you can use the Procedure editor to assign workflows that will work only when the trigger occurs for a specific procedure. See "Procedures Editor" for details.

Correspondence History Trigger - Use the Workflow field of the History Category editor to assign a workflow to trigger whenever you enter a correspondence history item that is assigned to a specific category. See "Set Up History Categories" for details.

Status Change Trigger - Use the Workflow field of the Status editor to assign a workflow to trigger whenever you change a patient status to a specific description. See "Status Editor" for details.

Treatment Chart / Plan List Trigger - The treatment chart workflows you assign in the Triggers editor are not data-specific: They will function whenever you create or edit any patient treatment chart. However, you can use the Treatment Chart List editor to assign workflows to activate whenever you enter a specific response in a patient's Treatment Chart or Treatment Plan. See "Treatment Chart & Plan Lists" for details.

Time Triggers - Use the Time Triggers editor to schedule workflows for specific days and times, for a specific operator. If the assigned operator is not logged into Edge Cloud at the specified time, the trigger will be activated as soon as the operator logs in. See "Workflow Time Triggers" for details.

Workflow Quick Actions - Use Workflow Quick Actions to trigger your favorite workflows at any time. Each Edge Cloud operator can create a list of their favorite workflows to simplify their daily tasks. See "Workflow Quick Actions" for details.

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.