Track a patient reminder sent to a client

In myEvolv you can track when a reminder is sent to a patient, indicate the reason for sending the reminder, and indicate the method used to contact the client.

A patient reminder is different from a text or email appointment notification sent to a client. See Set Up a Client Appointment Notification for details.

1. Go to: Client > Client Information > Critical Information > Patient Reminder.
2. Search for and select a client.
3. In the toolbar, click Add New and select a type of reminder. Some types of reminders are: Allergy, Lab Test, Medication, Problem, and Schedule Appointment.
4. In the Patient Reminder dialog, select the calendar and choose a Reminder Date.
5. Choose a reminder option: 

• By Email
• By Phone
• By SMS

6. Select Save.