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 a label of Mobile or Cell from left to right in order.
• Finally, if neither Account Holder fields nor Patient fields reflect any approved labels for sending Reminders, TopsDPX will attempt to use the phone number listed as Phone 1 in the Patient field. If this number is a textable number, TopsDPX will use it even if it has the Home label.

Updating Numbers and Preferences:

• When you update a patient's texting number, the number will update in TopsDPX at rollover as long as the patient has a future appointment or recall scheduled within the next 30 days.
• 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.
• 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.