How to Create and Manage Reminders

Sensei Cloud allows you to create reminders for yourself or other team members with set due dates.  When you log on, the Reminders window pops up and you can see the reminders assigned to you. The default view displays reminders that are currently due or past due, but you can reference a convenient tally at the top of the window to see your total reminders and future reminders as well. 

Click the file cabinet icon next to the user menu to open the Reminders window. From this window, you can view and manage your existing reminders as well as create new reminders.

The heading includes a tally of your Total Reminders, Today's Reminders, Past Due Reminders, and Future Reminders.

You can filter the Reminders list to show reminders that are due (i.e., past due or due today), reminders that are due in the future, or all reminders. 

Tip: The list defaults to Current reminders, but you can also view Completed reminders from the past 60 days.

When a reminder is saved, you can perform the following actions from the Actions column of the list:

• Click the Pencil icon to edit a reminder.
  Note: Edits to shared reminders are reflected for all assigned users.
• Click the Checkmark icon to mark a reminder as complete.
• Click the X icon to discard a reminder that is no longer necessary. 

Note: You can click on a reminder in the list to expand further information including the date the reminder was created, the user who created the reminder, any notes attached to the reminder, any users that the reminder is shared with, and the patient information (if a patient was added to the reminder).

The file cabinet icon changes color based on the status of your reminders: 

• Blue: Reminders may be due in the future but none are due or past due.
• Green: You have at least one reminder due today but none are past due. The number of reminders is indicated in parentheses next to the icon.
• Red: You have past due reminders. Hover over the (Value) icon to view a tooltip that indicates how many reminders are past due and how many are due today. 

Creating New Reminders

To add a new reminder:

1. Click the file cabinet icon next to the user menu. The Reminders window is displayed.
2.  Under Actions, click Add New Reminder. The Reminder fields are displayed.
   
3. Enter a description for the reminder. 
4. Select a due date for the reminder.
   Note: The due date defaults to tomorrow but can be changed to a past date, today, or any future date.
5. If applicable, add any additional notes.
6. Select who the reminder is for:
   --Myself: The reminder displays for only yourself.
   --Someone Else: Select a single user to assign the reminder to. The reminder will appear for only the selected individual upon saving.
   --Group - Individual Completion: Select multiple users from the drop-down list to assign the reminder to. This setting assigns the reminder to each user and they all need to complete the reminder individually.
   Note: If you want to be included on a group reminder, select yourself as a User as well. 
   --Group - Shared Completion: Select multiple users from the drop-down list to assign the reminder to. This setting assigns the reminder to each user, but only one of the users needs to complete the reminder (e.g., a reminder to call a patient about a scheduling conflict).
   Note: If you want to be included on a group reminder, select yourself as a User as well. 
7. If you want to associate the reminder with a particular patient, search for and select a patient.
8. Click Save. The reminder is added to the Reminders window for the assigned user(s).

Snoozing Reminders

The Reminders window is displayed upon log-in.

If you are not ready to address your reminders, you can select one of the following options to snooze them:

• Snooze (1 Hour)
• Snooze (4 Hours)
• Dismiss: Selecting to dismiss the reminders will snooze them for 12 hours. The Reminders window pops up again either 12 hours later or the next time you log in (whichever occurs first).

Note: Even if you snooze or dismiss the reminders, you can still manually navigate to the Reminders window at any time by clicking on the icon.