How to Access the Clinician Reminder Sheet
In order to access the Clinician Reminder Sheet, you need to:
Select Reports from the file menu.
Next select the Clinician Reminder Sheet from the Reports dropdown menu.
The Clinician Reminder Sheet will take you to the screen below, showing you appointments and which notes need attention.
If providers would like to see the Clinician Reminder Sheet upon logging in, they can enable that feature by selecting the checkbox highlighted blow in Settings and Directories. To access it, providers will go to Settings and Directories > Personal Info > Options > Options at Logon: Clinician Reminder Sheet
------------------
To enable the feature for all users:
Security Administrators have the ability to send all clinicians to the Clinician Reminder upon Login. To enable this, the Security Administrator will need to following these steps in Settings and Directories:
Select Security Center and enter in your password.
Next, select Group Rules on the upper right of the Security Center.
In the Defaults tab, click to enable the Group Rule Go to Clinical Reminders at Logon.
<img src="data:image/png;base64,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
Common Questions
Problem: How to Access the Clinician Reminder Sheet.
Solution: Follow the steps below to resolve quickly.
- Check prerequisites and permissions.
- Follow the configuration steps.
- Verify the result and retry if needed.
Related Articles
Using the Billing Reminder Sheet
How to Use the Billing Reminder Sheet The Billing Reminder Sheet is a report that lists scheduled appointments between a specific date range. If your practice is not using the ICANotes Appointment Book, then this report will not yield any data. If ...Using the Billing Reminder Sheet to Collect Copays
Index Sections Using the Billing Reminder Sheet to Collect Copays IMPORTANT: Complete the following steps BEFORE you bill out the claims!!! Using the Billing Reminder Sheet to Collect Copays 1. Go to Billing Reminder Sheet via the Reports drop-down ...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 ...Signing Supervisee's Notes from the Clinician Reminder Sheet
Signing Supervisee's Notes from the Clinician Reminder Sheet. This knowledge base will cover the workflow of how to check by your supervisee's notes still requiring signatures, and how to sign either individually or all notes at once. 1. Start by ...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. ...