Manage Patient Reminders

Patient Reminders display in the right panel of Patient Chart for protocols and immunizations. Reminders are updated in real-time.

The text color indicates when the reminder is due:

• Red: The protocol is past due.

• Orange: The protocol is due within 30 days.

• Gray: The protocol is due more than 30 days into the future.

View Reminder Source

When you hover over the name of the reminder, a tooltip displays the source of the reminder, such as Protocol, Legacy, or Immunization (when a historical immunization is added with a due date).

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Select the name of a due immunization to navigate to Patient Chart > Immunizations.

Edit a Reminder

When you hover over the due date for a Patient Reminder, a gear icon displays. Select the gear icon to choose one of the following options:

• Delete (trash can): Remove the reminder from Patient Reminders. The reminder will not be sent to the client. For immunizations, this action discontinues the immunization data sync.

• Decline (thumbs down): Keep the reminder in Patient Reminders but do not send the reminder to the client.

• Edit (pencil): Change the reminder due date.