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Printing reminders and related forms


At times you may want to send a letter to a subject or a group of subjects that acts like a reminder. For example, you may want to remind a subject it is time to make an appointment or, if a subject is participating in a clinical study, you may want to send a letter asking a subject to return a QOL (Quality of Life) form.

When a subject participates in a QOL study, he or she is asked to fill out a form at regular intervals (such as 3 months, 6 months, 12 months and so on). Subjects are also sent follow-up letters that are a reminder to return the completed form. AudBase lets you automate this process, generating the QOL forms and the reminder forms.

The forms can be generated using Reports > Print Any Document, but this method can be tedious and it also requires that clinic staff manually track the letters. When you use the reminder function in AudBase, the process is more efficient.

To print a reminder
  1. Select Reports > Print Reminder Document.

  2. From the Reminder Documents dialog, select Type of reminder from pop-up and specify if it is an initial document or a follow-up reminder.
  3. Specify a start and end date for the possible reminders.
  4. Select OK and a list of Reminder Documents to Print appears.

If you do not wish to print one of the reminders in the list, remove it by selecting the reminder with one click and then selecting Remove from list.

To open an individual reminder, double-click on it

.

To print the selected document, click Print.

Note: Selecting "Remove from List" does not delete the reminder; it only removes it from the list of reminders to print.

Related topics
Selecting data for export
Selecting format for export
Exporting the data
Editing documents
Printing documents
Printing referrals
Working with reminders