Set up reminder reasons and defaults

Clinical reminder workflow defaults and the reminder reason list, including free text cleanup, are set up from the Reminders section of the Configuration screen.

Add a reminder type

  1. From the main screen of Bp Premier, select Setup > Configuration. The Configuration screen will appear.
  2. Select the Reminders tab. The Reminder type list is displayed in the middle left.
  3. Reminders configuration

  4. Click Add underneath the Reminder type list. The Reminder Type screen will appear. Enter the name of the reminder type and click Save.

Add a reminder reason

  1. From the main screen of Bp Premier, select Setup > Configuration. The Configuration screen will appear.
  2. Select the Reminders tab. The Reminder reason list is displayed in the box at the top of the screen, with clinically significant reminders indicated in brackets.
  3. Click Add underneath the Reminder reason list. The Reminder reason screen will appear.
  4. Add Reminder Reason

  5. Enter a descriptive Reason name.
  6. Select the reminder Type and tick to indicate if the reminder is Clinically significant.
  7. Set a Default Interval time period in days, weeks, months, or years. When adding a reminder from the patient record, the interval defined here determines the date when the reminder is sent or resent.
  8. Click Save.

Set reminder workflow defaults

The other fields in the Reminders tab of the Configuration screen set defaults for the reminders workflow:

Field

Description

Allow free text reminders

When providers are adding a reminder to a patient, ticking this option allows providers to enter the reminder reason as free text, rather than select from a standard list. See Can I allow free text as a reminder reason? for more information.

Allow free text comments

When providers are adding a reminder to a patient, ticking this options allows providers to enter free text comments related to the reminder.

Send as

Sets the default distribution method when sending reminders from the Reminders screen. You can change the default option when you send the reminders.

Check 'Mark as sent' box as default

Automatically ticks the Mark as sent option on the RemindersSend Reminders screen for alternative output option.

Mark as sent is already selected by default for Mail Merge options (Letter, SMS, App) and cannot be changed. If you select to send by anAlternative output (Print, Label, File), Mark as sent can be edited.

Default reminder list interval

Sets the default future period to select reminders in the Select patients for reminders screen. For example, if this field is set to four weeks, the future date to include reminders will be set to the current date plus four weeks.

Display Actions / Reminders less than n months old

Default period (in months) to display actions and reminders for in the Reminders screen and the patient record. Reminders with a due date older than this period will not be shown by default.

Clean up free text reminder reasons

The Clean up function shows all reminder reasons set up in Bp Premier and allows you to consolidate reminder reasons to a more appropriate reason. For example, you could rename free text reminders that were incorrectly worded, or are no longer required.

  1. From the main screen of Bp Premier, select Setup > ConfigurationReminders tab.
  2. Click on the Clean Up button. The Clean up reminders screen will appear.
  3. The left hand column shows all the Reminder reasons that have been entered as free text. The right hand column shows the standard reminder reasons.

    Clean up reminders

  4. Select the reasons on the left hand side that you want to rename. Use Ctrl+click to select multiple reasons.
  5. Select the standard reason in the right hand column to reassign the selected reasons.
  6. Click Change. The free text reminder reasons will be consolidated into the standard reason and removed from the Reminder reasons list.

Last updated 15 August 2023.