Workflow Trigger Editor

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

Select Editors from the Tools section of the Home ribbon bar. Then, from the Workflows section, open the Triggers editor. (You can also use the Search field to look for the editor you want to work with.)

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.

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 "New Contract Editor" 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.

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.)

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.

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.

Additional workflow triggers are found in several areas of your Edge Cloud system:

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 "Appliance and Destination Editor" 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 "Appointment Type / Procedure 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 "History Categories Editor" for details.

Edge Signature Triggers - Use theEdge Signature Settings editor to assign workflows that you want to activate when a specificEdge Signature document has been signed. See "Edge Signature Settings Editor" 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.

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 Trigger 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.

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. You can also share your list of Workflow Quick Actions with other Edge Cloud operators. See "Workflow Quick Actions" for details.