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” |
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Branch | “integer” | Y* | Sites.Id |
*Branch is required for multi-site data sets.