Set Up Edge Reminders Configuration

Go to the Configuration tab of the Setup & Maintenance options to identify your practice, set up your telephone message protocol and enable / disable real-time Edge Reminders text messaging on your machine.

Open Edge Reminders Setup Window - You can open this feature in multiple ways: Use the method that's most convenient for you.

ViewPoint Main Menu - Tools & Utilities > Outbound Integration > Setup and Maintenance.

ViewPoint toolbar - Edge Reminders > Setup and Maintenance.

ViewPoint shortcut menu - Add-In > Edge Reminders > Setup and Maintenance. (You can press Alt+D on your keyboard to open the Add-In menu options.)

Set Up Configuration Fields - Go to the Configuration tab of the Setup & Maintenance options to identify your practice, set up your telephone message protocol and enable / disable real-time Edge Reminders text messaging on your machine.

Test phone number - Type a phone number (usually beginning with "+1" and the area code) to use to test your reminder system. If you want to test the computer voice you have chosen, enter the number of a phone you can answer and click the Test Phone Message button. If you want to test SMS text messaging, enter the number of a phone that can receive and send text messages and click the Test SMS button. (Standard Edge Reminders fees are incurred for testing phonetic names and messages.)

Office SMS Phone # - Select the text message "From" phone number that was provided with your system when you purchased Edge Reminders. When someone texts to this number, the messages will be handled by your Edge Reminders system. If you have multiple offices, you will need to select the appropriate number for each office. (If you do not have any phone numbers in this list, please contact Ortho2.)

Customer / Identifier / Custom er Token / Database Identifier - These fields, provided by Ortho2, identify you as an Ortho2 customer, and link Edge Reminders to your ViewPoint database.

Receive Edge Reminders Text Messages - Enable the Receive Edge Reminders Text Messages configuration option if you want to load the Edge Reminders Text Messaging application on this workstation whenever you open ViewPoint, which allows you to receive text message notifications from your patients instantly. (When the text messaging application is active, theEdge Reminders Text Messaging icon appears in your system tray.) If this option is disabled, you can still manually review text messages from the patient folder, and from the Edge Reminders Text Messaging window.

Retries - Select the maximum number of retries, and minutes between retries, for telephone messages. These fields, which are operator-specific, are ignored for email and text messages.

Default prefix - Enter the prefix (if required) to dial for telephone calls made from Edge Reminders.

Start Time / End Time - Enter the time of day to make your reminder phone calls. We recommend you start after your office has closed so your phone lines are not tied up with the reminder messages, and end at a reasonable hour in the evening. Your reminder calls will stop at your end time, even if not all patients have been called.

Voice - Select to send your telephone messages in either a man's or woman's voice.

Media URL's - select Jim or Amy. This choice should be consistent with the man or woman setting, above.
Upload Configuration - Once you have completed the configuration fields, click Upload Configuration to send your settings to the Edge Reminders server.
Check Setup - Click Check Authentication to be sure your system can communication with the servers that send Edge Reminders phone calls and e-mail messages. Please contact Ortho2 if this test fails.
Preview & Test Your Messages - Enter an appropriate phone number in the Test # field, then click Test SMS to initiate a test your Edge Reminders text messages, or Test Phone Message to hear a sample message. Note that standard message rates will apply.
Finish - When you have finished with the Configuration window, click Close to exit, or use the buttons at the right of the window to set up your messages and view reports.

More Information

Create / Edit Messages - Use your Reminders editor to create and edit the Edge Reminders messages you send via email and text message. (To create and update telephone voice messages, contact Ortho2.). See "Set Up Edge Reminders Messages" for details.

Schedule Automated Reminders - Use the Job Details tab of your Scheduled Job Setup editor to schedule recurring messages, such as daily appointment reminders, and weekly birthday reminders. Once set up, active reminders will be sent automatically by the workstation(s) you have configured to run the service. See "Set Up Scheduled Reminders" for details.

View / Print Report - Open the Edge Reminders Report window to review how many of each type of Edge Reminders messages have been sent, and to listen to any responses patients have left. See "Edge Reminder Message History" for details.