The RemCodes entity is used to define the reminder scheme and contains codes that when invoiced are used to schedule a reminder for the patient. The attached contains the required format for RemCodes.CSV with a sample record. 

 

RemCodes Fields:

Field Name

Type

Required

Description

Code

“string”

Y

unique code used to identify the reminder. May be a service or inventory code. 

Description

“string”

Y

Reminder description – Annual Wellness Exam

RecallDays

“integer”

Y

Number of days added to service date to schedule the reminder

 

The Reminders entity lists the pending reminders for the practice. The attached contains the required format for Reminders.CSV with a sample record. 

 

Reminders Fields:

Field Name

Type

Required

Description

ReminderID

“string”

Y

Unique, persisting identifier for the reminder 

PatientAccountId

“string”

Y

unique Patient ID

Code

“string”

Y

RemCodes.Code 

Description

“string”

Y

PMS code description typically RemCodes.Code

DateGiven

“datetime”


Date the service was posted to history

DueDate

“datetime”

Y

the next time the service should be scheduled

Comments

“string”

 

 

Branch

“integer”

Y*

Sites.Id

*Branch is required for multi-site data sets.