Use Reminder Search

Use the Reminder Search page to search for scheduled reminders, using various search criteria.

Note: You can only search for reminders on which you are included (as the author or in the notification list).

  1. To access the Reminder Search page, select Go To > Reminder System > Search Reminders.
  2. Specify search criteria.
    • You must type the complete value to search by an E-mail address; however, you can search by partial values in the Subject and Message fields.
    • When you type information in both Author E-mail and Notification E-mail, the Reminder System will find reminders from either the author E-mail address, the notification E-mail address or both.
    • In Author E-mail and Notification E-mail, you can search for separate people. The name of the author does not have to belong to the E-mail address you type.
    • You can only search for reminders you are reviewing or of which you are on the notification list.
  3. Click Search to find reminders based on your search criteria. The search results appear.
  4. Optionally, click Clear to remove your input from the page.

The following table describes the fields on the Reminder Search page.

Field

Description

Add New

Options to add a new reminder, or view/update an existing reminder

Author E-mail

E-mail address of the person who set up the reminder

Author Entry Date

Date the reminder was set up

Facility Code

Three-letter abbreviation for the clinic

First Notification Date

Date the first reminder was sent

Last Notification Date

Date the last reminder was sent

Message

Details of the reminder

Next Notification

Date range during which the next reminder is sent. The default setting is the two weeks prior to today’s date.

Next Notification Date

The next date the reminder will be sent

No.

Sequential reference number of the line item

Notification Dates Freq

The frequency that the reminder is sent

Notification Dates Rem

Number of scheduled reminders remaining

Notification Dates Total

Total number of reminders sent as of the current date

Notification E-mail

E-mail address(es) of a person or people included on the notification list of the reminder

Notification Group

Name of a user-created set of E-mail addresses

Ref. ID

Reference number automatically generated for each reminder

Subject

Subject of the reminder

Subject

Subject of the reminder

Type

Type of reminder

Type

Type of reminder—general, contract, account, or issues

  • View Scheduled Reminders displays the Scheduled Reminders page.
  • Update Notification Group displays the Update Notification Group page. For more information, refer to Add or Update a Notification Group.
  • Add Reminder displays the Add Reminder page. For more information, refer to Add or Update a Reminder.