Group Rule: Auto-Confirm Portal Reminder Response
The "Auto-Confirm Portal Reminder Response" group rule, when enabled, automatically changes the event status to "Confirmed" if the client response in an email or text message reminder is an affirmative confirmation. The updated status will be displayed throughout ICANotes where the event is seen (Portal Reminder Service report, Calendar, etc) with an updated summary and tooltip for the event.
Security Administrators have access to enable this rule in the Security Center:
1) From the Chart Room, click on Settings & Directories
For clients using the New Chart Room, click on Settings
2) Click on the Security Center button and enter your ICANotes password
3) Navigate to the Group Rules at the top right of the Security Center
4) Under the Defaults tab, check the box next to Auto-Confirm Portal Reminder Response to enable the rule. Click the Log Off button to log off of ICANotes. When you next login the rule will take effect.
If this message appears when you enable the rule - click OK to move forward
Once the rule is enabled, you will need to ensure the client is set up to receive email/text reminders.
For more details on setting up reminders, refer to this guide.
Once the client is set up for reminders, you will need to create a new appointment.
For help creating an appointment, refer to this guide.
The group rule also works for clients using the Legacy Calendar instead of the New Calendar. For more information on creating an appointment with the legacy calendar, refer to this guide.
Now that the appointment has been created, the reminder should show in the Portal Reminder Service:
The client will receive an appointment reminder. If the client response is a confirmation, such as "Yes", then the Event Status in the Portal Reminder Service, as well as the Calendar, Quick Calendar and more, will automatically change to reflect "Confirmed":
For more information on this group rule, please don't hesitate to reach out to our Support Team at 443-569-8778. We are available 24/7.
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