armzak wrote on Wednesday, October 07, 2009:
I have installed OpenEMR for a clinic that offers free health care to the uninsured. Once a year the patients need to fill out new paperwork, is there a way to set up an alert that goes off on the yearly anniversary date for each patient?
ideaman911 wrote on Wednesday, October 07, 2009:
I know only of a manual means; create an appointment each year as you get the form from them for the next year, and put a checkoff in their demographics (using one of the available user-defined fields) showing "Annual Form Thru" and enter the year as you get the form. Then check that before you accept a clinical appointment as an added "prompt" for the clerical staff to remind them. You can also use the sort functions in 3.1.0 to list by that year code. Any which do not require a code should be listed with a "9999" so they will be at the bottom of the listing, with a "D/C" if they have been discharged, which will show up below the 9999 in an ASC order by using the "Any" search and selecting that field. So the list order for five patients with three affected, one not, and one discharge could list as 2008, 2009, 2010, 9999, and D/C. The first is obviously you do not yet have the form, the second is through only Dec 31 2009, so get it soon, and the third has already provided it. Hope that helps.
Let us know if that works for you and we’ll make it a "lessons learned". Thanks.
Joe Holzer Idea Man
http://www.holzerent.com