Navigate to Financials > Protocol Reminders under Reporting on the left-hand side of the screen.
Protocol Reminders are the communications sent to clients for any protocols and cadences configured for your organization.
Potential Breakdowns for this report include:
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Location: refers to the hospital(s) being included on the report
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Unsendable Reason: refers to “why” a reminder was not sent out to a client
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Sent Status: refers to whether a reminder was sent to a client
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Cadence: refers to the protocol cadences configured to trigger automatic sending of protocol reminders set by your organization. (For Example, 6 months before, 3 months before, 2 weeks after, etc.)
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Contact Method: refers to type of contact made i.e. E-mails, SMS, and/or Postcards.
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Conversions: True or False refers to “a client made an appointment for the same patient the reminder was sent for within 30 days of receiving the reminder.”
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Client ID: identifies the client’s ID number
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Client Name: gives the client’s name.
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Patient ID: identifies the patient’s ID number
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Patient Name: gives the patient’s name.
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Contains Legacy Reminders: DO NOT USE, no longer a valid breakdown.
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Email or Phone: identifies the client’s email address or phone number.
Click to expand...
Customize the report by adding multiple breakdowns. However, more breakdowns being included will increase the time required to run the report.