NextGen Knowledge Center

Person/Patient Information History Tab

Changes to a patient's EDI Messaging preferences are listed on the History tab. When a patient changes their preferences on how they want to be contacted for balance reminders, appointment reminders, or recall plans; an EDI Messaging Change displays on the Person/Patient Information > History tab. The following list provides examples of the types of messages that will display.

  • Opt Out Recall Plans: EDI Messaging Change
  • Text Balance Reminders: EDI Messaging Change
  • Voice Reminders Recall Plans: EDI Messaging Change
  • TextAppointment Reminders: EDI Messaging Change