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Reminders Reporting
The Reminders Reporting function lets you drill down into the details about the reminders that have been sent.
To run a report:
1.Click MENU > Reminders Reporting.
2.Select the date(s).
3.Enter one or more optional filters as needed:
•First Name (patient first name
•Last Name (patient last name)
•Contact Info (e.g. phone number, email address)
•Provider (provider's first, last, or full name)
4.Click Run Report.
Current Report Summary
This section displays reminder counts. Click on any of the categories to drill down into the details.
•Total Reminders
•Delivered Messages
•Confirmed
•Left Message
•Sent
•Undelivered/Failed
•Error
•Missing Info
•Undelivered
•Pending
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Current Report Details
This section displays the following details for a selected category.
•Patient Name
•Contact Info
•Provider
•Method
•Appt Date
•Reminder Date
•Status
To export the information, click the EXPORT EXCEL FILE button. This creates a file that you can open in a spreadsheet program like Microsoft Excel.
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Example of an exported report:
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