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Appointment Reminders

Overview​

This page documents the Appointment Reminders in the attorney and case manager Activity feed. These entries notify you that one of your clients has an upcoming appointment with a PCH Provider.

Appointment Reminders feed

What you see on each reminder card​

  • Title: "Appointment Reminder".
  • Client: Patient name associated to your case.
  • Provider: PCH provider name.
  • Specialty: Provider specialty (e.g., Acupuncture).
  • Date and Time: Appointment date and local time (e.g., 2:15 PM PDT).
  • Location: Clinic address.
  • Status note (if present): Indicates how the reminder was sent (e.g., "Sent a reminder SMS/Email to the patient").
  • Timestamp badge: Relative time the reminder was created (e.g., "2 months ago").

How to use this feed​

  • Scan upcoming visits: Quickly confirm which clients have scheduled appointments with PCH providers.
  • Search: Use the search bar to filter by patient, provider, specialty, location, or date keywords shown on the cards.
  • Open related items: Click into the patient or appointment from elsewhere in the portal to view full details or make changes. Activity cards here are read-only.

When reminders appear​

  • When appointments are scheduled for your clients linked to your cases.
  • When the system logs an automated reminder delivery to the patient (SMS/Email), the delivery note appears at the top of the card.
  • Timing: Automated reminders are sent 8 hours prior to the scheduled appointment time.

Tips​

  • Timezone: Times are displayed in the portal’s configured timezone; examples may show PDT.
  • PHI: Appointment details contain PHI and are visible only to authorized users.

Troubleshooting​

  • Can’t find a reminder? Clear the search, then scroll the feed. Verify the appointment is scheduled and you have access to the case.
  • Details look outdated? Refresh the page; the feed reflects the latest scheduling and reminder activity.