Reminder Manager

The Reminder Manager allows you to schedule email or SMS notifications for a single or multiple recipients with a specific start date, end date and occurrence.

What can I do with the Reminders?

Reminders offer a powerful way to schedule email or SMS notifications to recipients with a specific date range and occurrence. Reminders can be useful for sending a one time notification, for example for a patient on the day before their doctor's appointment. Alternatively a recurring reminder can be sent for a specific date range and occurrence, for example a patient notication to take their medication at the same time each day for one week. All the reminders you will create will appear in the list 1.

Account E-Mail

Before you can send an e-mail reminder, you must first specify the sending e-mail account from the Account E-mail dropdown 2. If the Account E-mail dropdown is empty, you'll need to first add an e-mail account via the Edit > E-mail Settings menu.

Reminder Occurrences

Reminders can be scheduled with a variety of different occurrence types:

• Once - reminder only occurring once
• Hourly - recurring on an hourly basis
• Weekly - recurring every week on the same day of the week and at the same time of the day
• Daily - recurring on a daily basis at the same time each day
• Monthly - recurring on a monthly basis
• Weekdays - recurring at the same time each day for every weekday (Monday, Tuesday, Wednesday, Thursday and Friday)
• Weekends - recurring at the same time each day for every weekend (Saturday, Sunday)
• Mondays - recurring every Monday at the same time
• Tuesdays - recurring every Tuesday at the same time
• Wednesdays - recurring every Wednesday at the same time
• Thursdays - recurring every Thursday at the same time
• Fridays - recurring every Friday at the same time
• Saturdays - recurring every Saturday at the same time
• Sundays - recurring every Sunday at the same time

Once reminders only require a start date, however all other occurrence types require both a start and end date.

How do I create a reminder?

You can create a reminder by clicking the New button 3, which will display the reminder dialog.

• Occurrence - the occurrence type for the reminder
• Start Date - the first time the reminder will be sent
• End Date - when the reminder will expire
• Recipients - the recipients for the reminder
• Type - how the reminder will be delivered, either E-mail or SMS
• Subject - the reminder subject which is only used for E-mail
• Message - the reminder message used for both E-mail and SMS

Once you have finished entering the reminder information, click Save button 4 to create your reminder or the Cancel button to discard your values.

How do I edit an existing reminder?

You can edit an existing reminder by first selecting the reminder from the list and then clicking Edit button. Optionally, you can double-click a reminder to bring up the edit reminder dialog. Once you have edited the reminder, click Save button 4 to accept your changes or the Cancel button to discard your changes.

How do I delete a reminder?

You can delete a reminder by first selecting a reminder from the list and then clicking Delete button 5. Note, you will be prompted with a confirmation dialog before the reminder is actually deleted.

How do I re-send a reminder?

You can re-send a reminder by first selecting a reminder from the list and then clicking Re-Send Selected button.

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