Configuring Dashboard Reminder Rules

Configuring Dashboard Reminder Rules

Overview

ICANotes+ allows you to configure reminder rules for completing and signing notes. This ensures that providers finish their notes within a specified timeframe (e.g., 3 hours, 2 days, 3 weeks, or 1 month). You can also set reminders for providers to sign notes after completion. Once the specified duration has passed, the note will appear in bold, colored text, indicating it requires attention.

Notes
Currently, reminders can be set only for individual providers. A future update will allow setting reminders for all providers at once.

Step 1: Access the Reminder Rules Settings

  1. Log in to ICANotes+ and navigate to the Dashboard.
  2. Click the gear icon in the top-right corner.

Step 2: Add a New Reminder Rule

  1. On the Configure Reminder Rules screen, view the list of existing rules for various note types.
  2. Click Add New to create a new rule.

Step 3: Configure the Reminder Rule

  1. Select the Note Type – Choose the type of note from the dropdown (e.g., Quick Note, Case Management, Progress Note, SOAP Note, etc.).
  2. Assign the Clinician – Select the provider for whom the rule applies. (Currently, only one clinician can be selected at a time.)
  3. Set Completion Reminder:
    • Latency – Enter the number of hours, days, weeks, or months before the note must be completed.
    • Units – Select Hour, Day, Week, or Month from the dropdown.
  4. Set Signature Reminder (Optional):
    • Latency – Enter the timeframe within which the note must be signed after completion.
    • Units – Select Hour, Day, Week, or Month from the dropdown.
    • Note: The signature deadline must be later than the completion deadline.
  5. Click Add to apply the rule.

Modifying or Delete Reminder Rules

  1. Open the Configure Reminder Rules screen.
  2. Locate the rule you want to update.
  3. Click Edit to modify the rule or Delete to remove it.

Understanding Bold, Colored Text Alerts

  • If a note reaches the configured reminder deadline, it will appear in bold, colored text on the Dashboard.
  • This serves as a visual cue for clinicians that the note requires completion or signing.

FAQs 

What are reminder rules in ICANotes+?
Reminder rules allow practices to configure timeframes for providers to complete and sign notes.

What can reminder rules be configured for?
Reminder rules can be configured for completing notes and, optionally, signing notes after completion.

Where can reminder rules be configured?
Reminder rules can be configured from the Dashboard by clicking the gear icon in the top-right corner.

Can reminder rules be configured for different note types?
Yes. When creating a reminder rule, a note type can be selected from the dropdown.

Can a reminder rule be assigned to a specific provider?
Yes. A provider can be selected when configuring the reminder rule. Currently, only one clinician can be selected at a time.

What time units can be used for a completion reminder?
The completion reminder can be configured using Hour, Day, Week, or Month.

Can a signature reminder be configured?
Yes. A signature reminder is optional and can be configured for the timeframe within which the note must be signed after completion.

What time units can be used for a signature reminder?
The signature reminder can be configured using Hour, Day, Week, or Month.

Does the signature deadline have to be later than the completion deadline?
Yes. The signature deadline must be later than the completion deadline.

What happens when a note reaches its configured reminder deadline?
The note appears in bold, colored text on the Dashboard, indicating that it requires attention.

Can an existing reminder rule be modified?
Yes. An existing reminder rule can be modified by clicking Edit on the Configure Reminder Rules screen.

Can an existing reminder rule be deleted?
Yes. An existing reminder rule can be removed by clicking Delete on the Configure Reminder Rules screen.

Can reminder rules be configured for multiple providers at once?
No. Currently, reminders can be set only for individual providers, and only one clinician can be selected at a time. A future update will allow reminders to be set for all providers at once.


Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com



Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.