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# How to set up Preventive Health Reminders

This article is a guideline on how to set up Preventive Health Reminders for your Patients. Health Reminders can help implement automated care plans for Chronic Patients.

_For example, A Patient has been diagnosed with Diabetes and has been advised to take an HbA1c test every 3 months and an Annual Eye Check Up. Therefore, Health Reminders can be set up and Clinicea will auto-send quarterly reminders to the Patient before the scheduled HbA1c test and an annual reminder for the Eye Check Up._

In order to set up Health Reminders, you must first create a Clinical Group which holds these Reminders

**Step 1: Let us have a look at how to create a Clinical Group:**

**1.** Go to **Tools** | **Clinical Groups** | **+Add new.**

![](https://storage.crisp.chat/users/helpdesk/website/f45fbac86eef0800/514a30b8-330e-48fd-b6a1-402401_10e7tp7.png)

**2**. A **Clinical Group Detail** window will open | type in the **Clinical Group Name**, _ex: Diabetes_ | **Clinical Section**, select _Health Reminder._

**Set as Default**, you can check on Set as Default if you want the same item parameters to be used for all other Clinical Groups you will create. Here it should be ignored.

**Applies to Gende**r, you can make the Clinical Group gender-specific. For now, let it be _Both._

![](https://storage.crisp.chat/users/helpdesk/website/1693f73a39588500/bcd7074f-0579-4cb3-9eab-d3ba32_4xlm0l.png)

**3**. Now, click on **‘+’**, to add _Item Parameters_ to the Clinical Group. _ex:_ _HbA1c and Annual Eye Check Up._

**Search Item Parameters** section will open on the right-hand side. You can perform a filtered search on an item, by selecting from the drop-down menu, the clinical section to search in _ex: Health Reminders_.

If an Item is not found by searching, you will get a prompt to add it as a new item. Select **OK.** Once the Item is added to the system, click on the **+ button** (in the green window) beside **Search** and the item will now get added to the left-hand table.

This way, you can add as many Item Parameters as you like.

![](https://storage.crisp.chat/users/helpdesk/website/339ed9a3727a4800/cc00872d-6610-4ab0-b1c2-097814_q65ugg.png)

**4.** Now, **Click** on _HbA1c_ and set _Interval to 3 months i.e., Repeat this Investigation Reminder for every 3 months._ Similarly, for _Annual Eye Check-Up,_ set _Interval to 6 months._ Click on **Save.**

![](https://storage.crisp.chat/users/helpdesk/website/776e85d805959c00/2df33b95-7c29-446a-aafe-22d724_1rcok6h.png)

**5**. Done, the Clinical Group has been added. To view, go to **Tools** | **Clinical Groups** | type _Diabetes_ and **Search**.

![](https://storage.crisp.chat/users/helpdesk/website/b9e5ac28a27aa800/19660217-cd64-4f0a-9e72-6aea72_ey8lj.png)

**Step 2: Now, let us have a look at how to assign this Health Reminder to a Patient:**

**1**. Select a **Patient** and open up the **Patient Chart** | go to the Patient Medical Summary on the right-hand side of the page | Click on the **Past EMR** | **Recalls**.

![](https://storage.crisp.chat/users/helpdesk/website/535fd82f2afba00/9262fec8-b073-48d3-835f-5c488e_k39tso.png)

**2**. Now, select the Health Reminder you want to add from the drop-down menu. _ex: Diabetes |_ click on the **‘+’ button.**

![](https://storage.crisp.chat/users/helpdesk/website/f89b5352f66b4800/acdbf206-2285-431a-9c0c-81cbc4_1z0nj5d.png)

**3**. Once you add the Health Reminder, both _HbA1c test and Annual Eye Check Up_ will appear under **Recalls**.

Beside each of the reminder, you will see the following icons:

**a**. **Recurring Health Reminder icon**– this icon indicates that the health reminder is a recurring one and hovering the mouse pointer over it also shows the frequency.

**b**. **Dismiss Icon**– you can click on this icon if you want to cancel a Health Reminder. But it will not stop the Reminder from being repeated in the future.

**c.** **Mark as Complete icon**– you will need to click on this icon, once the task associated with the reminder is complete. When clicked, this icon turns to green.

**d.** **Delete Icon**– Click on the three vertical dots icon on the extreme right to delete a Health Reminder from the list. This also removes all future reminders for this recall as well.

Now click on the **Mark as Complete icon,** to mark the investigations as complete. Click **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/804cfbe8c2f59000/ae637541-fc6e-49a8-9b2e-42ab6d_14044gg.png)

**4**. Done! You have successfully set up Health Reminders for the concerned Patient and marked one of the reminders as Complete.

Re-open the **Patient Chart** | click on the **Past Visits** tab | **Recalls**. You will see that one item is Completed. New Reminders have been auto-created for HbA1C (after 3 months) and Eye Checkup (for the next year).

As per your Clinic preference, Health Reminders will also send out SMS to the concerned Patient, 1 day or 2 Day before the Follow-up is due.

![](https://storage.crisp.chat/users/helpdesk/website/c296c7ac986e2000/3c1b95bf-8a36-4c25-922a-1af772_lbusm3.png)

Automate care plans, make manual followups a thing of the past. Implementing reminders for Chronic Patients has never been easier.