The Reminder Configuration determines how patient reminders will be processed.

Only one Reminder Configuration record is required and it must be linked to the Practice, for it to take effect.

The fields are as follows:

Name The configuration name
Description The configuration description
Active Determines if this configuration is used.
Location The practice location to use when sending reminders, when a customer doesn't have a preferred practice location.
This must be present when using the Patient Reminder Sender.
Email Interval The period prior to a reminder due date to start sending email reminders.
Email Cancel Interval The period after an email reminder item send date when it should no longer be sent.
SMS Interval The period prior to a reminder due date to start sending SMS reminders.
SMS Cancel Interval The period after an SMS reminder item send date when it should no longer be sent.
Print Interval The period prior to a reminder due date to print reminders for mailing.
Print Cancel Interval The period after a print reminder item send date when it should no longer be printed.
Export Interval The period prior to a reminder due date to start exporting reminders.
Export Cancel Interval The period after an export reminder item send date when it should no longer be exported.
List Interval The period prior to a reminder due date to start listing reminders.
List Cancel Interval The period after a list reminder item send date when it should no longer be listed.
Email Reminders as Attachments

When selected, emailed reminders will include the reminder details as an attachment.

When deselected, the reminder detail will be included in the body of the email. The Email Template is responsible for including the reminder detail.

Customer Grouped Reminder Template

The template to use when multiple reminders have Reminder Types that group by customer.

If unspecified, no grouping will occur.

Patient Grouped Reminder Template

The template to use when multiple reminders have Reminder Types that group by patient.

If unspecified, no grouping will occur.

Note that templates specified for both Grouped Reminder Templates must have Type 'Grouped Reminders'. Also, since only one Reminder Configuration is used, the same templates are used for every Practice Location. This means that if you need to have location specific information in the reminder, then this must be catered for in the template. In the standard templates, this is done using the Letterhead facility.

Syndicate content