Add or Update a Reminder

Procedure

1. To access the Add/Update Reminder page, select Go To > Reminder System > Add/Update Reminder. 
2. Select the date to send the first reminder in the Notification Date field.

Optionally, you can set the number of days and total times to send the reminder. The Reminder System sends reminders once a day between 4:00 a.m. and 5:00 a.m.

3. Enter a subject for your reminder in the Subject field.
   • The subject works like a title for your reminder and should be easily recognizable. The subject is displayed on the Scheduled Reminders page.
   • You cannot set up a reminder under the same clinic with the same subject name and notification date.
   • You must type a subject to successfully set up the reminder.

Do not include Protected Health Information (PHI) such as full invoice numbers, in the Subject field.

4. Optionally, enter any additional information for your reminder in the Message field. This is not a required field.
5. Enter or select the recipients for the reminder. You can enter individual email addresses or select a notification group.
   • To select a notification group, select the group in the Notification Group field.
     • For more information about notification groups, refer to Notification Groups.
     • For more information about creating notification groups, refer to Add or Update a Notification Group.
   • To enter one or more individual email addresses, type the email address(es) in the Notification List field. Use a semi-colon to separate multiple addresses.
   • You can also select a notification group and still add additional email addresses in the Notification List field.
6. Click Add to set up the reminder.

Procedure

1. To access the Add/Update Reminder page, select Go To > Reminder System > Add/Update Reminder.
2. Type the subject or part of the subject of the reminder you want to update in the Subject field.
3. Click Search reminder by subject... next to the field. A list of existing reminders with that subject appear.
4. Make the desired changes to the reminder.
5. Click Update to record changes to an existing reminder.
6. Optionally, you can perform the following actions:
   • Click Delete to remove a past reminder. If you delete an active reminder, any reminders that were scheduled but not yet sent are canceled.
   • Click Clear to remove your input from the page without setting up the reminder.

The following table describes the fields on the Add/Update Reminder page.

• Search reminder by subject... searches for reminders with the same letters or words you type in the subject line. You must type a minimum of four letters to initiate a valid search.
• Search Reminders displays the Reminder Search page. For more information, refer to Use Reminder Search.
• View Scheduled Reminders displays the Scheduled Reminders page. For more information, refer to View Scheduled Reminders.
• Update Notification Group displays the Add/Update Notification Group page. For more information, refer to Add or Update a Notification Group.