When set up correctly, Animana automatically adds an automated product reminder to the patient file when you sell a product. For example, selling an annual vaccination product the creates a reminder with a due date one year later. This article explains how to set up such a product reminder on a product.
Before you start
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- You need permission to be able to edit products. Permissions can be adjusted by your practice administrator in Settings > General Settings > Role Management.
- To use automated product reminders, make sure product reminder groups and product reminder rules are set up.
Step-by-step instructions
- Go to Extra > Products > Products.
- Search for the product and open the product details.
- Open the Reminder tab.
- Click New.
- Enter the number of days in the “remind period (days)” field. This defines when the product is due again after the sales date.
- Select a value in the “reminder type” field. This is visible in the patient file and can be used as a filter when sending product reminders manually.
- Enter text in the “reminder text” field. This text is shown in the patient file and can be used in product reminder templates.
- Select a “product reminder group”. This is mandatory to include the reminder in automated product reminders.
- Select a “notification”. This is mandatory to include the reminder in automated product reminders. A notification determines how many reminders will be sent in which form and when. Read the Related articles section below for more information.
- Click Save.
This is box titleTip: You can add multiple reminders to the same product. For example, add both a 60-day and a 90-day reminder to one product.