Use the Patient Defaults tab of the Outbound Integration Setup and Maintenance options to set the most common message volume level, and the most common responses to the user defined message selection criteria. These defaults will be automatically entered in to new patient folders.
Note that this article is not applicable for use with VP Reminders or Edge Reminders: VP Reminder and Edge Reminders are fully integrated with ViewPoint, and do not need these settings.
ViewPoint Main Menu - Tools & Utilities > Outbound Integration > Setup and Maintenance.
ViewPoint Toolbar - 
Edge Reminders or 
VP Reminder or Outbound Integration > Setup and Maintenance. Note that the icon may be different, depending upon the integration you currently have activated.
Open the integration.
Choose Setup & Maintenance.
ViewPoint Shortcut Menu - Add-In > Edge Reminders or VP Reminder or Outbound Integration> Setup and Maintenance. Note that the icon and description may be different, depending upon the integration you currently have activated.
Open the integration.
Choose Setup & Maintenance.
Select Patient Defaults Tab - Use the Patient Defaults tab of your Outbound Integration Setup & Maintenance window to set up the values for new patient folders.Note that this option is not available if Edge Reminders or VP Reminder is active.
Volume Level of Message - On a scale of 1 to 5, select the volume most of your patients prefer. Typically this is 3.
User Defined Message Defaults - If you have set up user defined criteria for selecting messages, indicate the value that should be entered into new patient folders. (User defined criteria can, for example, determine whether a patient should receive an English message or a Spanish message. See "Set Up Outbound Reminder Integration" for details.)
Save and Exit - Click Close to save your changes and exit the setup window.
Individual patient setup - Use the Specific Patient Settings options of your Outbound Integration tools to select the outbound reminder values to use for individual patients. See "Set Up Specific Patient Settings for Outbound Reminders" for details.
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