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Create a Reminder

Updated

A Staff member or a Non-staff contact can create reminders for the Wellness Hub user and their contacts using the Care Portal or the HomeSight mobile app.  

To create a new reminder:

  • Log into the Care Portal. 
  • Select the Wellness Hub user from the Accounts list.

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  • On the Schedule screen, click the + Add button.

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  • Click the Add Reminder option.

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  • On the Create reminder screen, under Participants, select any contact(s) that need to be added to the call.

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  • Enter the following details in the Reminder details section:
    • Name: A short descriptive name for the call.
    • Event Type: 
      • Calendar Reminder: Visual cue on the Wellness hub for reminding the user of something happening soon.
      • Visit: Visual cue on the Wellness Hub that reminds the user that there will be somebody coming to visit them.

    • Repeats:

      For Daily occurrence, click on a day. For Customize occurrence, click on multiple days.

      HSPortal_Repeats_Customize_bd.png

    • Date
    • Start time
    • End Time
    • Reminder: A pop-up will appear on the Wellness hub at the stated time.
    • Description: This is optional. Use this field for a more detailed description of the reminder.

  • Click the Create button.

    Note: The Create button will not become active until all the mandatory information has been completed.

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Events Overview Article

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