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Notifications – Appointment Reminders

Overview​

This page describes the Notifications > Appointment Reminders list in the Activity feed for attorneys and case managers. These entries notify you that one of your clients has an upcoming appointment with a PCH Provider.

Notifications – Appointment Reminders

What appears in each reminder​

  • 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): e.g., "Sent a reminder SMS/Email to the patient".
  • Timestamp badge: Relative time when the reminder was logged (e.g., "2 months ago").

Behavior and timing​

  • Trigger: Reminder entries appear for clients on your accessible cases when they have scheduled appointments.
  • Delivery: The system may log automated messages (SMS/Email) to the patient; if so, a delivery note is shown at the top of the card.
  • Timing: Automated reminders are sent 8 hours prior to the scheduled appointment time.

How to use it​

  • Scan upcoming visits: Quickly confirm which clients have imminent appointments.
  • Search: Use the search bar to filter by patient, provider, specialty, address, or date keywords on the cards.
  • Read-only: Cards are informational. Open the patient or appointment from other areas of the portal to make changes.

Tips​

  • Timezone: Times display in the portal’s configured timezone.
  • PHI: Appointment details contain PHI and are visible only to authorized users.

Troubleshooting​

  • Missing reminder? Clear search and scroll the list. Verify the appointment is scheduled and you have case access.
  • Outdated info? Refresh the page to load the latest scheduling and reminder activity.