How to Add Reminders to a Patient

How do I see any current reminders for a patient?

If a patient has any existing Reminders, they will always appear at the top of the patient record, before any open episodes.

Patient Reminders are also an available widget on the Patient Summary screen.

How do I add a reminder from the Patient Record?

To add a new reminder manually, mouse over the Reminders header.  It will turn gray, and the option to Add Reminder will appear in the corner.  

Click on Add Reminder to open the new reminder fields in the same section as the header.

Select the Type of Reminder.  The Due Date will automatically fill in based on the Reminder's setup, but you can adjust it based on your hospital's policies.  (For example, the due date automatically filled in for the 28th, but your department's policies are to set reminders for the first of the following month.)

The Unit may automatically fill in as well, but this can be changed to match the correct unit who should handle the Reminder when it is due.  (A Unit is required.)

If desired, change the default comment or enter a new one, but be aware that this may be client visible.

Click on the green check mark to finish adding the reminder to the patient.  Once saved, this becomes visible on the Reminder Worklist for the unit selected.

How to I view the Reminder Details?

Additional information about the Reminder is visible under Reminder Details.  This is a small window that pops up when the Reminder Details button is clicked.  (This is the button that appears as a document with a small plus sign on it in the upper right hand corner of a Reminder on the patient record.)

You can also access Reminder Details from the right click menu of reminders.

The Reminder Details window will open and all you to see all the information recorded against that reminder.

If you have the privilege to Edit Reminders, you can change information, add a specific DVM if desired, and perform other actions on the reminder, directly from this window.

How do I indicate a communication was made for a Reminder?

The Reminder Details window contains a shortcut to the Communication Log for the patient.  You can add a communication directly against this specific reminder, and it will appear on the reminder as well as on the patient record going forward.

Fill in the details, and click on the check mark to save the communication.

How do I schedule an appointment from a Reminder?

If you have Scheduling rights for your unit, you can jump straight to the calendar and schedule an appointment based on the Reminder.  Click on the small calendar icon in the header bar, or right click and choose Schedule Appointment.  (If you do not have scheduling rights, this option may not be visible on the Reminder.)

The Schedule Screen will load, with the selected Reminder in the left hand panel.  Verify the date for the Reminder, and switch the calendar view to the appropriate date or week.

You can drag and drop the Reminder into any valid open time slot.  The patient information will automatically load from the Reminder, and the Reminder status will change to Scheduled.

How do I add multiple items to an existing reminder?

How do I add an Internal Reminder?

Reminders can be set up internally for use within the hospital, as notices to a unit to perform a follow up task (such as checking for any completed lab work) or sending a follow up communication to a client outside of the normal Comm Worklist event triggers (such as a temporary quality assurance survey.)  

Depending on how your hospital has set the reminders up, the word Internal should appear in the Type or the Comments.

How do I add a reminder automatically from an Order?

How do I edit a Reminder?

How do I delete a Reminder if it's no longer needed?