Skip to Main Content
ClinicSource Ideas
Categories Patient Portal
Created by Vikki Shchepetyeva
Created on Feb 24, 2023

Send Out Automatic Reminders for Incomplete Dispatched Patient Forms in Portal

We often dispatch forms such as releases of information, or intake paperwork through the portal for the clients to complete. It would be good if there was an automatic reminder message that went out to them if they haven't completed it in a week, for example, saying "Reminder: You have a form dispatched to your portal that is waiting for your review/signature", so we don't have to remember and keep following up with each individual person manually.

  • Attach files