Reminder Configuration
This screen is used to create/edit/view the Reminder Configuration - which 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 Lead Time | The period prior to a reminder due date to start sending email reminders. |
| Email Cancel Time | The period after an email reminder item send date when it should no longer be sent. So in the above case with the Lead Time set to 30 days, and the Cancel Time set to 28 days, the email will be sent up to 2 days prior to the due date. |
| SMS Lead Time | The period prior to a reminder due date to start sending SMS reminders. |
| SMS Cancel Time | The period after an SMS reminder item send date when it should no longer be sent. So in the above case with both the Lead Time and the Cancel Time set to 3 days, the SMS will be sent on the day 3 prior to the due date but not after that. |
| Print Lead Time | The period prior to a reminder due date to print reminders for mailing. |
| Print Cancel Time | The period after a print reminder item send date when it should no longer be printed. |
| Export Lead Time | The period prior to a reminder due date to start exporting reminders. |
| Export Cancel Time | The period after an export reminder item send date when it should no longer be exported. |
| List Lead Time | The period prior to a reminder due date to start listing reminders. |
| List Cancel Time | 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. |
Notes:
- The 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.
In the screen above the same template has been specified both the Customer and Patient Grouped Reminders. This is not an error - the standard 'Grouped Reminders' template has be designed to handle both a single patient with multiple reminders (ie group by patient) and multiple patients with one or more reminders each (ie group by customer).
- If you change a Lead Time then the new lead time will only be used for reminders that are added to the queue by the Patient Reminder Job. Reminders that are already in the queue will not be affected. If you do need them to be affected, then you need to delete the reminders individually from the queue using Patients|Medical Records|Reminders and then they will be re-queued (using the updated Lead Times) the next time the Patient Reminders Job runs.
