Group Rule: Auto-Confirm Portal Reminder Response
Index
- Sections
- Security Administrators have access to enable this rule in the Security Center
- Once the rule is enabled, you will need to ensure the client is set up to receive email/text reminders.
- Once the client is set up for reminders, you will need to create a new appointment
The "Auto-Confirm Portal Reminder Response" group rule, when enabled, automatically changes the event status to "Confirmed" if the client response in an email or text message reminder is an affirmative confirmation. The updated status will be displayed throughout ICANotes where the event is seen (Portal Reminder Service report, Calendar, etc) with an updated summary and tooltip for the event.
Security Administrators have access to enable this rule in the Security Center
1) From the Chart Room, click on Settings & Directories
For clients using the New Chart Room, click on Settings
2) Click on the Security Center button and enter your ICANotes password
3) Navigate to the Group Rules at the top right of the Security Center
4) Under the Defaults tab, check the box next to Auto-Confirm Portal Reminder Response to enable the rule. Click the Log Off button to logoff of ICANotes. When you next login the rule will take effect.
If this message appears when you enable the rule - click OK to move forward
Once the rule is enabled, you will need to ensure the client is set up to receive email/text reminders.
For more details on setting up reminders, refer to this guide.
Once the client is set up for reminders, you will need to create a new appointment
For help creating an appointment, refer to this guide.
The group rule also works for clients using the Legacy Calendar instead of the New Calendar. For more information on creating an appointment with the legacy calendar, refer to this guide.
Now that the appointment has been created, the reminder should show in the Portal Reminder Service:
Related Articles
Group Rule to Prevent Auto-Coding Psychotherapy
If you want to prevent ICANotes from auto-coding from the therapy area, this is possible. First, let's take a look at how auto-coding works. When you go into 'Therapy - see list' and generate content. Click Continue on the first screen. You need to ...Portal Reminder Status Report
Index Sections A green check will show when the patient response status and event status fields match. Patient Response Status – This shows the patient's response. Event Status – This is the status shown on the ICANotes appointment book/calendar. ...Group Rule: ICANView CCD Renderer
This Knowledge Base Article will demonstrate how to view CCDs with the ICANView CCD Renderer. To have this group rule enabled for your group, please contact Support. A Security Administrator can email the request to have this feature enabled to ...Group Rule: Only Discharge Rx in Summary
Group Rule: Only Discharge Rx in Summary When the Group Rule “Only Discharge Rx in Summary” is enabled for your account, any standard medications checked for Discharge will be present in the medications field in the Final Exam Summary with.This guide ...Clinical Reminder Rules
ICANotes group administrators have access to Clinical Reminder Rules. When these rules are established, the Group Admin view of the Clinician Reminder Sheet will include reminders to complete certain types of clinical documentation for the patient ...