📱TopsDPX Phone Label Logic

Not sure how TopsDPX pulls phone numbers from the patient chart? Here's your guide!

Texting Logic:

• TopsDPX will search Account 1 field, then Account 2 field for the first phone number with a label of SMS. If it finds one, the reminder text will go to that number.

  

  
  
• Within in each field, TopsDPX searches top left, top right, then bottom left.

• If neither Account Holder has a label of SMS, then the Patient field is checked for an SMS label; if the Patient field contains an SMS label, then the reminder text will go to that number.

  

• If neither Account Holder nor Patient fields have any numbers with SMS labels, TopsDPX checks Account 1, then Account 2 for an approved label - Mobile, Cell, His Cell or Her Cell  - from left to right in order.  Tops will not check Phone 1 or Phone 2 in the patient level.

  

  
  

• Finally, if approved labels are not found in the the Account or Patient levels per the logic above, TopsDPX will attempt to use the phone number listed as Phone 1 in the Patient field, regardless of the label. If the number in the Phone 1 field is a textable number, TopsDPX will use it for the patient's reminders.  

  

  
  

Updating Numbers and Preferences:

Once a patient has an appointment or recall in the next 30 days, their information in TopsDPX will update to match their information in Tops Ortho.

• When you update a patient's phone number or update the phone labels to identify the number for Reminders, the number chosen for Reminders will update in TopsDPX at rollover as long as the patient has a future appointment scheduled within the next 30 days. Until there is an appointment scheduled to occur within the 30 day timeframe, TopsDPX will not update with the corrected information.
• When you update a patient's reminder preferences (SMS or email) their preferences will update in TopsDPX at rollover as long as the patient has a future appointment or recall scheduled within the next 30 days.