To create a new Reminder Group:
From Patient Bridge, click Communications.
Click Reminders.
Click Manage Groups.
Click Add New Group.
In the Group Name field, enter a name for the group.
From the Available Treatments drop-down list, select the appointment type or select Any for all appointment types.
From the Clinic OfficeId drop-down list, select the clinic, or select Any for all clinics. (This is only for multi-clinics.)
From the Available Clinicians drop-down list, select the clinician, or select Any for all clinicians.
From the Available Patient Statuses drop-down list, select the status, or select Any for all statuses.
From the Outbound Format Only drop-down list, select the format, or leave the field blank to include all formats.
From the Age Filter drop-down list, select the age group, or leave the field blank to include all ages.
You can also use the slider to select an age group that is not included in the Age Filter drop-down list.
From the Gender drop-down list, select the gender, or leave the field blank to include all.
Select Missing Email? if you want to only include patients who do not have an email address recorded.
Click Add Filter.
If additional filters are to be included in the same group, repeat the above steps until all filters have been added.
Click Save Group.
Creating a New SMS Reminder Template
Creating a New Email Reminder Template
Creating a New Letter Reminder Template
Editing an Existing SMS Reminder Template
Editing an Existing Email Reminder Template
Editing an Existing Letter Reminder Template
Editing an Existing Reminder Group