You must have Administrator rights to perform this task.

This help topic describes functionality that may not be part of the feature set in use at your company.

 

Manage Reminders

Administrator users can add reminders to new patients. Reminder Sets allow users to manage and organize their patient reminders.

Note: Reminder Sets are based on patient's setup date. On its due date, scheduled reminders will appear on task list.

Add Reminder Set

To add a reminder set:

1. Click the Administration tab.
   Administration displays.

2. With the Settings tab selected, click on the Rules and Reminders tab. Click Reminders.
   Reminders displays.

3. Click the Add Reminder Set button.
   New Reminder Set opens.

4. Give your Reminder Set a name and description. Click the check box to apply it to new patients.
   
   Note: To save a Reminder Set, you need to add at least one reminder.

5. Name your reminder, choose a number of days to wait before the reminder should be sent, select what should trigger your reminder, and select priority. To create a recurring reminder, click Repeat Task and enter desired settings for Frequency, Every, and Repeat fields. Click Save to save the Reminder Set and reminder.

Note: If the reminder is triggered by Today's Date, then the day the Reminder Set is assigned to patient becomes the trigger date.

Reminder Set and reminder are saved.

Add Reminder

1. Click the Add Reminder button located at the right of a Reminder Set.  
   
   Note: This will add the reminder to this Reminder Set.
   
   New reminder opens.

2. Name your reminder, choose a number of days to wait before the reminder should be sent, select what should trigger your reminder, and select a priority.

3. In the Task Detail pull-down, choose between two graph types (Patterns of Use, 7 Day and Patterns of Use, 14 Day) to display on the task details page, or select None to skip this option.

4. Click Save to save the reminder.
   Reminder is saved to selected Reminder Set.

Remove Reminder Set or Reminder

1. Click the Remove button ( ) located at the right of a Reminder Set or reminder.  
   Note: This will delete the reminder or the Reminder Set. Deleting a set will delete all reminders in that set.
   
   Remove confirmation displays.

2. Confirm to Remove the Reminder Set or reminder.
   Reminder Set or reminder is removed.

Edit Reminder Set or Reminder

1. Click the Edit button ( ) located at the right of a Reminder Set or reminder.  
   
   Note: This will edit the selected reminder or Reminder Set .
   
   Reminder or Reminder Set is available for edit.

2. Make the desired edits to the reminder or Reminder Set and click the Save button.
   Reminder Set or reminder is edited and saved.
    

Deactivate/Activate Reminder Set or Reminder

1. Click the deactivate/activate button ( ) next to a Reminder Set or reminder.  
   
   Note: The button's appearance changes as you activate or deactivate reminders or Reminder Sets. Deactivated reminders or sets appear gray.
   
   Note: If you deactivate a Reminder Set and then activate it later, you will need to activate all reminders within that set individually.
   
   Reminder or Reminder Set is activated or deactivated.

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