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.
• Appointment Date – The date of the patient's appointment.
  • Start – The appointment start time.
  • End – The appointment end time.
  • Clinician – The clinician assigned to appointment.
  • Patient - The patient's name.
• Patient ID - The patient's ID number.
  • SMS Status / SMS Sent – Text message status and the date that the text message was sent.
  • Email Status / Email Sent - Email status and the date that the email was sent.
    • After the patient responds via email or text, the Patient Response Status will update on the report.
    • When the event status is changed to match the patient response status, a green check mark will populate in the left column.

Using the Portal Reminder Status Report 

This guide explains how to use the Portal Reminder Status Report in ICANotes. 

- Patient reminders are part of the premium patient portal (text reminders have an additional cost). 

- For more information about activating text reminders, please contact our sales department.

Click on the Portal Reminder Service button in the Chart Room to go to the Patient Reminder Status Report. 

Filter By - Dates that can be filled in before performing a query for a specific time period.

Sort By Site - Selecting this will sort the appointments by site.

Update Status - A method to update status of records by bundle.

All Current - All appointments are shown.

No Response - Appointments that the patients have not responded yet.

Cancellation Requests - Requests received from patients to cancel appointment.

Confirmed Responses - Response received from patients confirming appointment.

Reminders Enqueue - Performs find for all requests in queue. This exists for a special case where a patient may receive two reminders in a small time period. Thus a response in text will only result as a response for one reminder. The system is set up so that queued reminders can be tracked.

Update/Refresh Responses – Updates the screen.

A.  A green check will show when the patient response status and event status fields match.

B.  Patient Response Status – This shows the patient's response.

C.  Event Status – This is the status shown on the ICANotes appointment book/calendar.

D.  Appointment Date – The date of the patient's appointment.

E.  Start – The appointment start time.

F.  End – The appointment end time.

G. Clinician – The clinician assigned to appointment.

H. Patient - The patient's name. 

I.  Patient ID - The patient's ID number.

J. SMS Status / SMS Sent – Text message status and the date that the text message was sent.

K. Email Status / Email Sent - Email status and the date that the email was sent. 

How to Update the Patient Reminder Status Report

1.  After the patient responds via email or text, the Patient Response Status will update on the report.

2.  Click the  button to open the dropdown menu choices to update the event status.

3.  When the event status is changed to match the patient response status, a green check mark will populate in the left column.

Note:  When the Event Status is changed in the Portal Reminder Status Report, the status also changes in all areas of ICANotes (Clinician Reminder Sheet, Event Details, and Calendar Quick View).

This video will demonstrate setting up patient reminders as well as the Patient Reminder Status Report.