Working with Patient Reminders

To meet Meaningful use and certification requirements, changes have been made to the steps for working with patient lists from the Reminders tab

• The tab uses new reports from Reports Central replacing the previous report (Patient List Inquiry).

• Providers running the report use new report, Patient List Query (stage 2).

• Reports can now be run on the behalf of providers by authorized staff using the new report, Patient List Query (stage 2) for Practice Managers.

• Reports can now be run at the Institution level by running Patient List Query (stage 2) Institution Level Report. (Applies to authorized users only.)

• Each report now generates two lists: patients with active reminders, and patients without reminders. Practices may choose to send generic reminders to patients without reminders, such as to encourage discarding expired medications. Built-in logic prevents duplicate messages from being sent to patients listed with multiple providers for Institution Level reports.

• You can no longer choose to send reminders to patients via e-mail. For details, click here.

  If "Email" was previously selected for the patient (on the Summary 2 screen), the LMR updates this option to PG (for PG patients) or mail (if the patient does not have PG but has a mailing address). If the patient does not have PG or a mailing address, the preference is blank.

  Note: The option to sort a Reminder list by a preference of "Email" still displays, but patients will no longer include this preference.

Set a patient's reminder preference in Summary 2

Run a Provider Panel Report in Report Central

Set up a reminder letter template

Create and send reminders

Play Demo  

Note: Authorized users can run reports for patient panels at the institutional level. For details on this alternate workflow, click here.