How to Apply Medical History Forms to Examination Appointments Only in Patient Bridge

By default, a medical history form attached to a Reminder Campaign is sent for every appointment type. 

To send the medical history form for examinations only, you must create a mailing group for examination appointments, exclude those appointments from the general reminder campaign, and then add a dedicated Reminder Channel for them.

Note: These steps can only be completed with a Practice Manager account.

To apply medical history forms to examination appointments only:

Part 1 - Create a Mailing Group for Examination Appointments:

1. Log in to Patient Bridge using a Practice Manager account.
2. From the menu bar, select Communications.
3. Click Reminders.
4. Click Manage Groups.
   
5. Click Add New Group.
   
6. Enter a Group Name — for example, Examination Group.
   
7. Click Any under Available Treatments and select the appointment types that require a medical history form.
   
8. Click Any under Available Patient Statuses and select Current.
   
9. Leave Outbound Format Only set to Please Select....
10. Click Add Filter.
    
11. Click Save Group.
    

Part 2 - Exclude those Appointments from the General Reminder Campaign:

1. From the menu bar, select Admin.
2. Click Manage Treatment Filters.
3. Click Add Filter.
4. For Filter Type, select Reminders.
   
5. For Sub Type, select General.
   
6. Under Available Treatments, select the same examination treatment types you added to the mailing group.
   
   Note: This exclusion is essential. Without it, patients will receive both the general reminder and the examination reminder.
7. Click Save.

Part 3 - Add a Reminder Channel for Examinations:

1. From the menu bar, select Communications.
2. Click Reminders.
3. Click Configure Reminders.
4. From the Actions drop-down list for the current reminder channel, select Manage Reminder Channels.
   
5. Click Add Reminder Channel.
   
6. For Campaign Name, enter Examinations Only.
7. Set VWR Collection to the medical history form.
8. Set Outbound Format to SMS.
9. Select the message template to use, or click +Add New Message Template to create one.
10. Under Mailing Group, select the examination group you created earlier.
    
11. Click Save.

Part 4 - Set the Schedule and Enable the Channel:

1. From the Actions drop-down list for the new reminder channel, select Configure Schedule.
   
2. Click Add Reminder Schedule.
3. For Name, enter 48 Hours.
4. Set Period to 48 hours.
5. Set Pre Or Post to Pre-Appointment.
   
6. Click Save, then click Back to Reminder Channels.
7. From the Actions drop-down list for the new channel, select Enable Automation.
   
8. Click Back to Reminder Channels.
9. Check the original reminder channel: From the Actions drop-down list for the original reminder channel, select Edit.
   
10. Confirm that no VWR Collection is applied.
    
    Note: Confirm that the message template does not contain a VWR link. If it does, patients following the link will reach a blank page. Create a new reminder template without a VWR link if necessary.
11. Click Save.
12. Confirm that all reminders are enabled.