1. Vet View PATIENT REMINDERS AND REMINDER CARDS

2. Patient Reminders /Reminder Cards  Plan to address major limitations in UVIS:  Fix issues with recurrences  Associating reminders with different products or services than the one that triggered the reminder  Multiple reminders triggered off the same product  Unobtrusive to technicians – automatically added with defaults at billing  Internal only reminders for added flexibility  Flexibility in setting contact methods for each school (email, post card, Twitter, etc.) Note: All visuals in this presentation are mock ups. No functionality exists in Vet View yet for testing.

3. Reminder Card Template Setup

4. Template Search, Setup, and Variables  Administrator workspace to create new templates, search for existing templates, and adjust global variables that apply to all templates  Tools to customize communication and contact methods, and to pre- define formatting templates for emails or postcards  Control settings for combining reminder cards within a specific time frame, and setting a generic override text for those cards  Toggle on an automatic email function that will send emails via the API. (Manual emails can still be sent in batches on the Reminder Card Worklist.)  Ability to modify templates, or delete older templates that were never used  “Recreate Reminders” tool to generate cards off existing bills

5. Create a new reminder card template

6. Create a new template  Cards can be customized based on unit  A single card can be associated with multiple products  Multiple cards can be generated off the same product  DHLPP can make one card for parvo booster, another for rabies  No limit to the number of reminder cards associated with one product  Allows for different duration lengths for the same vaccines – 3 weeks, 3 months  Set one or more products at the default trigger for the card  Cards can also be generated off catalog items / documents  Reminders can be based off anything placed on an Order/Bill  Cards can be marked internal only  Reminder card system can double up for Call Backs or notices within a unit

7. Built into Order View

8.  New column on the Order page that lists Reminder Cards associated with the product  Info button next to the card name shows brief details  Reminder cards appear on expanded line item in Item Details  Can uncheck reminder cards you don’t want to go out  Duplicate cards will be avoided on the back end, so even if the same reminder appears multiple times in the Reminders column, they’ll all point to the same card  After saving the order, the Reminder Card is live and active, and you can view it on the new Reminder Card worklist and make edits too

9. Technician view: Patient Page

10. View and Add Cards to Patient Page  Historical reminders tab to view all reminders, both active an inactive, that were sent on behalf of the patient  If no reminders are associated with a patient, the section is invisible (like alerts)  Reminders associated with the patient appear as links, and can be expanded for a preview of the details  Clicking on the link allows you to modify the Reminder Card on the work list  Right click to add a new reminder card  Automatically filters to your unit’s cards  Loads default dates, but you can instantly adjust date  Make other edits before saving, including adding notes

11. Reminder Card Tab

12. Reminder Cards on Admission Details

13. Reminder Card Worklist

14.  Access through Navigation page  Rich functionality  Full search features  Filter based on status, unit, and contact method  Filter by dates  Create new cards  Manage cards  Batch email to selected cards  Cards marked as internal never get emailed!  Option to print to postcard  Automatically Combine cards  If you send an email for a selected card, it will combine any other upcoming reminders in a certain time period (exact time set by hospital) and drop them in the list  Compliance Report to view how much response reminders generate

15. Reminder Card  Links to patient and client open in a separate tab  Open Schedule button also opens the schedule in a new tab  Edit button to change message that will be emailed, change dates, add or remove recurrences, or to flag internal  Ability to add internal notes with a time/date/person stamp for communication between users  Statuses planned include a Follow Up that can be manually set for additional work on the reminder card.

16. Edit Reminder Card  Change due dates, add notes, adjust recurrences, and toggle Internal flag  Preview of email that will be sent, pulling in data from the fields

17. Reminder Card Widget

18.  Widget is read only with links to the full card on the work list  Preview of additional card details on mouse over  Can be filtered down to a specific date range, or filtered by unit  Can also be filtered to a specific type of card if you want to have different users responsible for different reminders

19. Add Reminder Card to new Catalog Item

20. Feedback  Desire for additional reports based on this data?  Are there any other situations that you might need additional features for that we didn’t cover?  Other questions?