Reminder associations are used to "satisfy" and replace previously existing reminders on the medical record for a patient.
*It is critical that reminder associations are configured to prevent clients from receiving multiple reminders for the same service.
- There can be one or multiple reminder associations created for each reminder.
- Best practice recommendation is to configure all reminders first, then go back and configure all reminder associations. *Using consistent Reminder Descriptions will simplify this process*
- Please refer to this help article for assistance with creating reminders before setting up reminder associations: Reminder System Overview
Setting Up Reminder Associations
- Go to Menu > Settings > Products & Services > Services or Labs.
- Once the reminder settings have been entered for a service or lab, click on the Action icon
to open the Reminders & Callbacks panel.
- In the edit Reminder & Callbacks panel, click on the Associated Reminders drop-down list.
- The reminders can be filtered by entering a code or keyword. NOTE: If the billable item searching for does not appear in the drop-down list, this means it does NOT have a reminder added.
- Select all of the billable items that you want to be satisfied (removed) when this item is invoiced. The reminder associated with this item will replace them. Simply click on items to select multiple items.
- *Note: Reminders will be satisfied when the invoice is either closed or paid.