Clinical Reminders, Tasks and Notifications

IMPORTANT   Some or all of the functionality described in this article is available only in Beta and will be released to all Bp Omni customers soon.

This article explains how to create tasks and reminders in the clinical record, and how to action tasks via either the clinical record or the clinical reminders screen.

Enhancements to Clinical Reminders

Clinical Reminders have been enhanced to provide practices with greater flexibility and practice-wide visibility of reminders.

• New configuration options in Settings allow reminders to be hidden by default and excluded for patients who already have appointments booked within a defined number of weeks.
• Reminders can continue to be created and managed directly in the patient's clinical record, ensuring they remain part of day-to-day workflows.
• A new menu option, To Do > Clinical Reminders, provides a central practice-wide view where providers and administration staff can monitor reminders and send them to patients via SMS.
• A new menu option, To Do > Follow-up Reminders, provides visibility of reminders that have been sent, along with replies to SMS reminders and other contact attempts.

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Set up Clinical Reminders

IMPORTANT   To manage Clinical Reminders in Bp Omni, users must have security permissions for Practice information set to Administrator. See Configure Business Roles and Security Permissions for more information.

1. To create and manage clinical reminders in Bp Omni, click on your profile icon located in the top-right corner of the screen, then select Settings.
2. Select Practice & locations from the menu options on the left.
3. Scroll down to the Communications card > Clinical Reminders.



4. To allow providers to record free-text reminders and internal comments, tick Allow free-text reminders.
5. To Hide by default clinical reminders for patients with upcoming appointments, tick the checkbox and adjust the timeline to suit your clinic.

When enabled, the No next appt filter will be available in To Do > Follow-up reminders and can be turned on or off.

Add a new Clinical Reminder reason

1. To add a new Clinical Reminder reason, click on your profile icon located in the top-right corner of the screen, then select Settings.
2. Select Practice & locations from the menu options on the left.



3. Scroll down to the Communications card > Clinical Reminders.
4. Click + Add Another. The New Clinical Reminders modal will appear.



5. Enter a descriptive Reminder Reason name.
6. If applicable, tick Clinically significant to indicate that this reminder reason is clinically significant.
7. Set a Default Interval time period in days, weeks, months, or years.
8. Click Save.

Edit a Clinical Reminder reason

1. Click on your profile icon located in the top-right corner of the screen, then select Settings.
2. Select Practice & locations from the menu options on the left.
3. Scroll down to the Communications card > Clinical Reminders.
4. Select the reminder Reason from the list. The Edit Reminder modal will appear.



5. Edit the reason, clinical significance or interval.
6. Click Save.

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Add a Clinical Reminder

Clinical Reminders can be created from the Clinical Record and from To Do > Clinical Reminders.

Add a clinical reminder from the patient record

1. From the left-hand Clinical Notifications panel, click the + plus icon or Add notification.



2. The New Clinical notification modal will appear. Set the Type to Reminder.



3. Select a Reason from the available list or free text to create a new reason.

TIP   A new reminder Reason can only be recorded if Allow free-text reminders has been enabled.

4. Specify when the reminder is Due.
• Enter a Date: For existing reminder reasons, the due date is set to the interval specified when the reminder reason was created. This can be adjusted as needed.



• Consult Count: Set the reminder due date to be after a specified number of consults.



5. If relevant, record an Internal comment. This field has a maximum of 250 characters.
6. Click Save or Save & start another.

The Clinical Reminder will appear in the Clinical Notifications panel and in the Patient Summary > Clinical Notifications section of the Patient Record. Clinical Reminders can be easily recognised by an exclamation icon.

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Add a Clinical Task

1. From the left-hand Clinical Notifications panel, click the + plus icon or Add notification.



2. The New Clinical notification modal will appear. Set the Type to Clinical task.



3. Select a Description from the available list or free text to create a new description.

If ACC32, Claim Review or Outcome Measure Report is selected from the Description field, a Claim menu will be displayed, and a Claim must be selected.

If multiple provider types are involved in treating the claim, each provider type will be displayed in the list next to the claim number.



4. Specify when the task is Due.
• Enter a Date: The due date will be set to the default interval time, based on the selected Task type. This can be adjusted as needed.



• Consult Count: Set the task due date to be after a specified number of consults.



5. Set a Priority for the task.
6. If applicable, toggle the Confidential switch to Yes.
7. If relevant, record a Comment. This field has a maximum of 250 characters.
8. To prevent others from making changes to the task, tick Locked.
9. Click Save or Save & start another.

The task will be displayed in the Clinical notifications panel located on the left side of the clinical record.

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Action Clinical reminders and tasks

Action clinical reminders and tasks from the patient record

1. Open the clinical record and go to the Clinical Notification panel on the left-hand side.
2. Click the Maximise screen icon to open the Clinical Notifications screen.



3. The Clinical Notification screen displays upcoming and overdue clinical Reminders and Tasks.
TIP   

Use the Filters at the top of the screen to refine the list. Filter by Type (Reminder or Task), Status, Priority, or due Date, or limit the view to only Tasks , Reminders, or Overdue.



4. Select a Reminder or Task from the list and select an Action from the options available:



1. Mark as Completed: The Complete Clinical Notification modal displays, prompting confirmation. If applicable, record a Note and click Complete. The Reminder/Task is removed from the list.



2. Edit: The Edit Clinical Notification modal displays. Make any necessary changes and click Save.
3. Delete: The Delete Notification? modal displays. Select a Reason (Performed elsewhere, No longer required, Entered in error, or Other) and click Delete. The Reminder/Task is removed from the list.

Action clinical tasks from To Do

1. From the top bar, select To Do > Clinical Tasks. The Clinical Tasks screen will appear.

The Clinical Tasks screen will, by default, show all upcoming and overdue tasks.



TIP   Use the Filters at the top of the screen to refine the list. Search for the patient by name, or filter by Status, Description, Priority, Due date or Created by.

2. Select a Task from the list and select an Action from the options available:
1. Completed: The Complete Tasks modal displays, prompting confirmation. If applicable, record a Note and click Complete. The Task is removed from the list.



2. Edit: The Edit Clinical Task modal displays. Make any necessary changes and click Save.
3. Delete: The Delete Task? modal displays. Select a Reason (Performed elsewhere, No longer required, Entered in error, or Other) and click Delete. The Task is removed from the list.



3. To view all Clinical Tasks marked as Completed, start by clicking Clear on the Status filter to remove all existing filters, and then tick Completed.



The list will be updated, displaying only the Clinical Tasks that are marked as Completed.

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Last updated: 20 August 2025.