Customizing Assessment Expiry and Reminder
This article outlines how to customize the assessment expiry period and reminder notifications for all scheduled assessments sent to patients in your clinic.
By default, assessments automatically sent to patients are set to expire 4 days after after delivery and a reminder notification is sent 2 days after delivery if the assessment has not yet been completed. You can change these settings by following the steps below:
Step 1: Navigate to Clinic Settings > Configuration
Within the Configuration tab, there are two options: Assessment Expiry and Assessment Reminder, where you can configure the expiry and reminder period for all scheduled assessments. This settings is applied to all patients within the clinic.
Step 2: Configure Assessment Expiry and Reminder Periods
Assessment Expiry
- From the dropdown options, select from a minimum of 1 day to a maximum of 10 days, or select No Expiry.
- For example, if you choose 7 Days, all scheduled assessments will be available for patients to complete for 7 days after delivery before expiring.
- Selecting the No Expiry option ensures that all scheduled assessment do not expire unless they are completed by the patient.
Assessment Reminder
- From the dropdown options, select from a minimum of 1 day to a maximum of 9 days, or select No Reminder.
- For example, if you choose 5 days, patients will receive a reminder notification 5 days after a scheduled assessment delivery, if the assessment has not yet been completed.
- Selecting the No Reminder option ensures that no reminder notifications are sent after the assessment has been delivered.
- Note: The assessment reminder period must be at least one day less than the select assessment expiry period.
