Set Up Scheduled 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.

Get Started

Set up your 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.) You must have at least one message created before you can schedule reminders. See "Set Up Edge Reminders Messages" for details.

Set up schedules - Use the Job Schedules tab of your Scheduled Job Setup editor to create and edit the schedules you want to use for automating Edge Reminders messages. You can create as many schedules as you need, and assign them to any number of scheduled reminder messages. See "Set Up Edge Reminders Schedules" for details.

Set up Scheduled Job Services workstation - Use the Service Setup tab of your Scheduled Jobs Setup editor to configure the workstation(s) that you want to use for sending automated Edge Reminders messages, and review the dates and times message sets have been processed. See "Set Up Scheduled Reminders Service" for details.

Use This Feature

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.)

Open Scheduled Job Editor - Configuration tab > Scheduled Job Setup.
Open Job Details - Open the Job Details tab.
Create or Edit a Scheduled Reminder - Choose an existing scheduled reminder to work with, or create a new one.

Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right.

Create a new scheduled reminder - Click New at the top of the window. Then complete the reminder details, described below.
Enter Details - Enter the name, message type, dates, and times the reminder should be run.

Name - Use a descriptive name for your scheduled reminder.

Schedule - Choose when to process this automated reminder by selecting a job schedule. (See "Set Up Edge Reminders Schedules" for details about creating schedules.)

Message - Choose the message to send when this reminder is run. (See "Set Up Edge Reminders Messages" for details about setting up your messages.)

Custom date - If you have chosen an office closure message, enter the date to include in the message in this field. Otherwise, this date is ignored.

Delivery Method(s) - Enable each type of delivery method, telephone, email, and/or text, that you want to use for this set of reminders. (You flag which phone number / email address to use for each type of message in the patient and responsible party tabs of the patient folder (See "Set Up Patients & Responsible Parties for Reminders" for details.)

Appointments - Select from a list of "smart dates," such as Today, Tomorrow, Last Week, etc. to indicate whose appointments to include. The appropriate dates will be calculated from the date the reminders are processed (and not the date you created the scheduled reminder job).

Appointment status - Select whether to include appointments that are Made (currently scheduled), or appointments that have been processed as Kept, or Missed in the message group.

Procedures - Choose which appointment procedures to include in the message group.

All places both normal (scheduled) and recall procedures in the list of procedures to be included. After you select All, you can use the arrows to move individual procedures to and from the Included Procedures and Excluded Procedures boxes to further identify the procedures to include.

Normal places only scheduled procedures (not recall procedures) in the list to be included. After you select Normal, you can use the arrows to move individual procedures to and from the Included Procedures and Excluded Procedures boxes to further identify the procedures to include.

Recall places only recall procedures (not scheduled procedures) in the list to be included. After you select Recall, you can use the arrows to move individual procedures to and from the Included Procedures and Excluded Procedures boxes to further identify the procedures to include.

Custom requires that you use the arrows to move individual procedures to and from the Included Procedures and Excluded Procedures boxes to define which procedures should be included in your scheduled reminder.

Hold job - Enable this option to prevent the reminder from being processed as scheduled. When you want the scheduled reminder to start being processed again, simply return to this screen and disable the option. Note that you can also hold an individual job date (instead of holding the job indefinitely) from the Edge Reminders Scheduled Jobs window. See "Review Edge Reminders Scheduled Jobs" for details.
Save your changes - Click Save at the bottom of the window to save the changes you have made and exit the editing window. You can also click Apply to save your changes but keep the window option, or click Cancel to close the editing window without saving any new changes.

More Information

Preview scheduled reminders - You can preview the details of reminders that are scheduled to be activated from the Edge Reminders Scheduled Jobs feature. See "Review Edge Reminders Scheduled Jobs" for details.