One-click Patient Reminders

This reminder feature provides users who consistently use the same reminder a short-cut for printing a Reminder Letter from the Options menu. By printing a reminder in this manner, users can avoid having to (a) select a patient, (b) navigate to the Patient Reminder Letter print dialog, (c) setting the report parameters and generating the report. Instead, they simply right-click over an appointment and select Reminder from the options menu. The information for the report parameters is gleaned from the appointment and the configuration preferences is set here. Complete the preference according to the following:

Range of Appointments to Print: Click the drop-down and choose from the following options:

Current Appointment Only: This is the default. When enabled, only the appointment on which the user clicks will be included in the reminder letter.
All Appointments in the Series: This option will include all future appointments that belong to the same recurring series as the one on which the user clicks.
All Future Appointments: This option will create a reminder that includes real-time future (Today's date forward) appointments that the patient has within the domain on which the user clicks to generate the report. If a past appointment is used to generate the report, only the future appointments that the patient has will be shown on the report. If you require a Reminder Letter that includes a complete history of appointments for a date range, then generate the report through Reports > Reminder Reports > Patient Reminder on the Main menu.

Include Appointments in Other Domains: Click this option so that appointments that the patient has in other domains to which the user has rights will be included in the report. If the user does not have rights to the other domains in which the appointments appear, they will not appear on the report.

Reminder: Click the Reminder button to select the letter to use for one-click reminders. The Patient Reminder Search screen will appear. Once you select the letter, the User Preferences screen will refresh the option you select.

The configuration you establish here will be used for every reminder that is generated from the Options menu and from appointment line items on the Appointments tab in patient demographics. Users always have the option to set different options if they generate reminders through the traditional reporting paths (e.g., from the Demographics panel, through the patient description in patient demographics, or by navigating through the Reports menu. See Printing Patient Reminder Letters for a detailed discussion).

Key Considerations

Because the reminder is generated from the context of the appointment, it includes information for that appointment (or appointment series) only, not for all of the appointments the patient may have within a date range. If you require the latter type of reminder, then generate it through the Report menu.
Until a reminder has been configured in Preferences, the following message will continue to appear when the Reminder option is selected on the grid or Appointments tab:

You do not have a "one-click" Reminder Letter configured. Continue to the report screen.

Click OK to continue. Click Cancel to abort the letter.