Once a treatment with a linked Health/Service Reminder is marked as Complete, the Reminders section of the Patient Info Bar updates to reflect the Reminder Label and the Next Due date.
Hovering over the Reminder Label in the Patient Info Bar displays a tooltip if there are any Reminder Notes or Treatment Notes
Editing a Health/Service Reminder
Clicking on the Reminder in the Reminders section of the Patient Info Bar allows you to Edit the Valid For date, Add or Edit any Reminder Notes, or deactivate the Reminder
Hovering over the Reminder Label in the Patient Info Bar displays a tooltip if there are any Reminder Notes or Treatment Notes
Adding a Health/Service Reminder
For instances where services were completed at another facility, you can add a Health/Service Reminder manually by clicking on the 3-dot menu in the Reminders section in the Patient Info Bar and selecting +Add Reminder:
You can search for and choose any active reminder label, regardless of class, from the dropdown menu.
This allows you to send a reminder notification to the client for health/services done in the past that were not part of the patient’s Instinct medical history.
💡 ProTip: Patients must have at least one visit in Instinct before you can view their Chart and enter Health/Service Reminders. We suggest checking them in to the On-The-Way board to upload any medical records and update health/service reminders prior to their first visit.
Deceased Patient Reminders
When patient is marked as Deceased, any Reminders will be immediately set to inactive and will no longer display on the Reminders section of the Patient Info Bar.
If a patient was marked as Deceased in error and the box is unchecked, any Reminders from before they were marked as deceased will display again and can be reactivated by clicking directly on the Reminder and toggling Active to ON.
