How can I set up internal reminders ?

Purpose:

To enable HelloNote users to create and manage internal reminder systems through patient alerts and event notifications, helping clinicians track important patient-specific tasks and general workflow items.

Scope:

This article covers two reminder methods:

1. Patient Alerts - Persistent notes attached to specific patient records
2. Event Reminders - Time-based notifications with due dates 
   Includes:
3. Creating/viewing patient alerts
4. Setting up event reminders with:
   • Reminder types
   • Due dates
   • Custom comments
5. Notification delivery via the system bell 
   Excludes: Calendar integrations, team-wide reminders, or automated reminder triggers

Procedure:

Method 1: Patient Alerts

1. Open the patient's Information Page
2. Click Edit
3. Locate the Patient Alert section
4. Enter your reminder text (e.g., "Follow up on lab results")
5. Save - Alert will now display when viewing this patient

Method 2: Event Reminders

1. Click the Create Events button
2. Configure reminder:
   1. Select Type (e.g., "Pending")
   2. Set Due Date/Time
   3. Add Comments
3. Save - Notification will appear in your bell icon when due

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