Apply Edge Reminders Contact Flags to a Subgroup

You can enable / disable Edge Reminders contact flags for any subgroup of patients with the Assign Edge Reminders Defaults tool. You might use this, for example, to enable the Text Message flag for the Patient Cell contact type of all "Active" patients when you first start sending appointment reminder text messages.

New Patient Defaults - Use the Default columns of your Contact Category editor to set up default Edge Reminders contact descriptions. Then, when you add that contact description to the Contact Info section of a patient folder, responsible party, or professional record, they will automatically be enabled to receive reminders.

Individual Contact Settings - You can also select Edge Reminders contacts for individuals from the contact details section of the Patient Information Panel,the responsible party record, or the professional record. See "Set Up Contacts for Edge Reminders" for details.

Click to OpenOpen Assign via Subgroup Window

Select Other Tools from the Tools section of the Home ribbon bar. Then select Assign Edge Reminders Defaults via Subgroup.

Click to OpenChoose Defaults to Apply

Select the contact type to work with (patient, responsible party, or professional), then select the category you want to apply defaults to (i.e. Appt Phone, Cell Phone, or Email). Finally, choose whether to enable or disable the category for each type of Edge Reminders message output, or choose None to leave the existing category assignment as-is.

You apply defaults for one contact type and one category at a time. If you want to apply defaults to different contact types and/or categories, you will need to run this tool multiple times.

Click to OpenChoose Subgroup

Choose the subgroup to use for the contact defaults. (See "Subgroup Editor" for details about creating subgroups.)

Click to OpenReview / Edit List

View the list of records that fits your subgroup at the right of the window. If needed, click Refresh to generate the list. To remove a record from the list, click the name, then press the Delete key on your keyboard. If you press Refresh again, the selected subgroup will be re-generated, and the deleted names will return to the list.

Click to OpenApply Defaults

When you are satisfied with the list of records that will be affected, click Apply. The selected Edge Reminders contact information will be applied to each listed record immediately.

Only existing contacts for the listed records will be affected: If the patient, responsible party or professional doesn't have the type of contact being changed, that record is ignored.