***** Update screen with standard one

This screen is to used to send reminders that have been queued by the Patient Reminder Queue job.

If the Patient Reminder Queue is not configured it will display:

Cannot send reminders.
No Patient Reminder Queue Job is configured to queue reminders for sending.

If there are no reminders queued it will look like:

If there are reminders queued, it will look like:

The fields are as follows:

Type Selects the send type (Email, Export, List, Print, SMS or All) to process.
Send The date to send reminders from. All reminders with a Send date on or before this date will be shown.
Location

Used to filter reminders by a customer's preferred practice location, to support location specific content. Selecting:

  • a practice location, returns reminders for customers that have the location set as their preferred location
  • All - returns reminders for all practice locations

The columns are as follows:

Type Shows the reminder item type. These determine how a reminder will be sent.
Status The reminder item status. On the Send tab, these will always be Pending.
Send The date from when the reminder should be sent.
Due Date The reminder due date for the reminder count. If the reminder has not yet been sent (count=0) then this will be the date the reminder was due. If it has been sent previously (count>0), this will be its overdue date, ie the date on which its next overdue reminder is due.
Customer The customer to send the reminder to.
Patient The patient the reminder is for.
Reminder Type The name of the reminder type.
Count The number of times the reminder has been sent.
Error Any error encountered processing the reminder.

The reminder details pane is displayed if you click on a reminder to select it.  See here for details of its fields.

The buttons are as follows:

Find Find all unsent reminders matching the criteria.
Edit Edit the selected reminder
Send Send the selected reminder
Send All Send all reminders matching the criteria
Complete Marks the selected reminder item as Completed, without sending it. If the associated reminder has no other Pending reminder items, it's reminder count will be incremented.
Complete All Marks all reminder items matching the criteria as Completed, without sending them. If an associated reminder has no other Pending reminder items, it's reminder count will be incremented.
Preview Preview the selected reminder. If the reminder type has Group By set to Customer or Patient, any adjacent reminder matching the criteria will be grouped in the preview.

Sending Reminders

Reminders can be sent by clicking Send or Send All.

SMS and email reminders can also be sent automatically by configuring a Patient Reminder Sender job.

Email Reminders

When reminders are emailed, the From address will be set to:

  • the Reminder email contact associated with the customer's Practice Location; or
  • the Practice's Reminder email contact, if the  customer doesn't have a Practice Location, or the Practice Location doesn't have a Reminder email contact; or
  • the Practice's preferred email contact, if there is no Reminder email contact

Print Reminders

Location specific reminder content can be supported by:

  • filtering by Location, and using the appropriate letterhead
  • examining the customer's location within reminder templates

Export Reminders

If one or more reminders are to be exported then the CSV file will be generated and then downloaded to the browser for the user to save on the completion of reminder generation.  See also Reminder Export Format.

Notes

  1. If you do process individual send types (i.e. do not select All), then you should also do a run with All specified to ensure that you pick up all the reminders for the period, and don't forget some types.
  2. Errors. If you get an error saying "... no document template for .. with a reminder count of N..", it can mean what it says (i.e. the Reminder Type does not have a template specified for that reminder count), or that a template is specified but that it does not have Document Template specified, or that it does but the specified Document Template does not have its Content specified.
  3. Processing Limits: the system will only process a maximum or 1000 reminders at a time. If this limit is reached the processing confirmation window will display something like the following:

    You can see that for the List reminders, 1000 have been processed but more are available.
    All you need to do is use the Send All button to process the remaining ones.

See Also

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