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Event Reminders may be configured and applied to either a task, appointment or schedule category. If no event category is specified, this reminder will be sent out for any events on the caregiverperson's calendar.Note; There is only one category for Schedule, but specific Call Types can be excluded from Alerting and Reminders.
You may also use specific tags to dynamically include information in the reminder such as the ClientEmployer's name or event category. See also Embedding Information into a Text Message for information on how to use these tags and the specific tags available.
Excluding Certain Schedule Call Types from Alerts and Reminders
To exclude a specific Call Type from sending reminders, edit the Call Type in the Agency Office Module, Call Types tool. Check the box that indicates "Exclude from Alerting and Reminders". This will prevent both Event Reminders and Telephony Alerts for schedules of this Call Type.
Adding a Reminder to a Person
Event Reminders are added to Caregivers Participants in the Caregiver ModuleParticipant Module, or Office Staff in the Office Staff Module, using the Event Reminders tool under the Scheduling Setup dropdown on the ribbon.
Click Choose on the toolbar to bring up the pick list of Event Reminders. Select the desired reminders and add them to the caregiver person and click OK.