Working with Patient Reminders (Institution Level)

The following steps can be used by authorized users to work with patient reminders at the institution level. Built-in logic prevents duplicate messages from being sent to patients listed with multiple providers.

Set a patient's reminder preference in Summary 2

Set up a reminder letter template

Run Institution Level Provider Panel Reports in Report Central

Uploading Institution-Level Lists and creating and sending reminders to PG patients

 Uploading Institution-Level Lists and creating reminders to be sent to Non-PG patients