Create Patient Reminders

1. Select a Health Guideline Reminder
2. Select Patients to Include
3. Select Letter as the Reminder Method
4. Click Run

1. Select a patient from the list
2. Click Create Reminder or double-click the patient data row
3. From the Letter Tool, select the Letter Template that will be used to create the reminder
4. Click Process to create the letter

Patient reminder letters can be printed for mailing or sent to the patient’s portal account for patients already enrolled in the portal.

Print a Patient Reminder Letter

1. From the Letter Tool, click Save to Chart/Route
2. Name the letter and click OK
3. Click OK on the confirmation window
4. The letter will display to be printed

Send a Patient Reminder Letter to the Portal

1. Click Export to Portal
2. Populate the Subject and message body fields
   1. Select a message favorite from the Subject selection list or click Custom and type a subject and message
3. Click OK

Letter reminders are stored to the patient chart in the Past Encounters tab.

1. Select a Health Guideline Reminder
2. Select Patients to Include
3. Select Phone as the Reminder Method
4. Click Run

1. Select a patient from the list
2. Click Create Reminder or double-click the patient data row
3. From the Telephone Reminder window, select the Actual Method for this Reminder
   1. Preference for Reminders is populated based on patient demographics and cannot be edited
4. Type a description of the patient reminder in the free text field
5. Optional: Update the following fields if necessary:
   1. Clinical Date: the date of the phone reminder, defaults to the current date
   2. Location: displays the user's default location but can be changed if more than one location is available
   3. Summary: defaults to the name of the Health Guideline Reminder selected
   4. Home Phone, Work Phone, and Cell Phone are populated based on patient demographics. Changes made to these fields do not affect the patient demographics.
6. Click Finalize to save the reminder or Finalize and Route to save the reminder and route it to another user

Phone reminders are stored to the patient chart in the Past Encounters tab.

1. Select a Health Guideline Reminder
2. Select Patients to Include
3. Select Portal as the Reminder Method
   1. For the Portal reminder method, only patients enrolled in the patient portal will display in the list
4. Click Run

1. Select a patient from the list
2. Click Create Reminder or double-click the patient data row
3. Populate the Subject and Message body fields
   1. Select a message favorite from the Subject selection list or click Custom and type a subject and message
4. Optional: click Add to include an attachment with the message
5. Click OK to create the portal reminder, then click OK to acknowledge the message has been submitted for processing
   1. The user who created the reminder will receive a notice in the Messages inbox when the reminder has been processed and sent

1. Click Select All to select all patients in the list or hold down the CTRL key and select individual patient names
2. Click Create Reminder or double-click the patient data row
3. Populate the Subject and Message body fields
   1. Select a message favorite from the Subject selection list or click Custom and type a subject and message
4. Optional: click Add to include an attachment with the message
5. Click OK to create the portal reminder, then click OK to acknowledge the message has been submitted for processing
   1. The user who created the reminder will receive a notice in the Messages inbox when the reminder has been processed and sent