Summary
This page documents the configuration of automated Patient Reminders. This functionality allows you to send SMS/Emails on an automated schedule to clients regarding their pet's treatment requirements.
Details
There are three stages to configuring Patient Reminders: Creating Reminder Types, Code Entry configuration and Scheduled task configuration.
Reminder Types
Reminder Types are used to group reminders to then tie them to items within Code Entry.
To add a new Reminder Type, use the Top toolbar menu to navigate to: Administration > Reminders > Reminder Types.
The Name and Description should be completed in the top blank row and the Treatment Type reflects which treatment types the new Reminder Type should be available for. This could either be a specific type (e.g. Consults, Vaccines, etc) or can be left as available for all Treatment Types.
If ‘Always show in Summary’ is ticked, the Reminder Type will display in the patient’s summary side panel.
Please note - It is important to keep the Reminder Type of ‘Vaccinations’ separate from 'Kennel Cough' as these Reminder Types can cancel each other out. For example, if a dog visits the practice and a DHP and L4 vaccine are added as treatment, that will kick in the Kennel Cough reminder even though the dog hasn’t received it as it’s under the same Reminder Type.
Reminder Code Setup
- Navigate to Code Maintenance (Administration > Code Entry > Code Maintenance).
- Select an item and select 'Edit'
- Select 'Reminder Options'.
- Select the 'Reminder Req' button to enable reminders for this code. Once enabled, this will turn green.
- Enter the details for the reminder.
Reminder Type = Type of reminder. For example, ‘Dog Vaccine Reminder’
Send a reminder in = The period of time after the item is dispensed. i.e 12 months
Next reminder code = The next item required, if it differs from this one.
