This article covers reminder scheduling and how it can be used to create and send reminder notifications to clients

This article was updated on July 05, 2024. If you see any discrepancies or anything that needs to be updated or edited, or if you just want to leave us some feedback, let us know.

Reminders are customizable notifications that can be used to send gentle reminders about assigned assessments and health metric tracking to clients. Reminder notifications are sent to the client and can be viewed any time by clicking the notification bell in the top right corner of their dashboard.

To schedule a reminder:

Step One: Click on the Alerts & Reminders tab, then click Reminders from the menu at the top of the screen to bring up the Reminders page. This page will display all actively scheduled reminders with an option to display currently disabled reminders.

Step Two: Click the Schedule Reminder button in the top right of the screen.

Step Three: On the Schedule Reminder page, choose reminder Type. There are currently two options: Data Source and Assessment. The Data Source option can be used to send a reminder regarding a specific health data source with a customizable message and start date. The Assessment option can be used to send a reminder about a specific assessment with a customizable message and start date.

Step Four: Choose between Alert Notification or Alert Message Prompt. Then, set the Alert Parameters by specifying a value in the Value field which will represent the number of days between reminders.

Step Six: Set the Recurrence rate and End Date of the reminder.

Step Seven: Notification Configuration can be edited at the bottom of the page.

Step Eight: Confirm selections and click the Schedule Reminder button.

To edit a scheduled Reminder:

Step One: Click on the Alerts & Reminders tab, then click Reminders from the menu at the top of the screen to bring up the Reminders page.

Step Two: On the Reminders page, click the three-dot icon in the row of the reminder you wish to edit. Then, click Edit in the pop-out menu.

Step Three: On the Edit Reminder page, make the necessary changes and then confirm them by pressing the Update Reminder button.

On the Reminders page, click the blue slider icon in the row of the reminder you wish to disable. To enable the reminder, click the Show Disabled box, then click the blue slider icon again.

If you have questions, please reach out to us at support@headsuphealth.com or use the little blue circle with the white smiling message icon in the lower right corner of the app, and we will be more than happy to help.