4. Patient Reminders

This lesson will demonstrate the steps necessary to meet the Meaningful Use requirement for Patient Reminders.


SOAPware 2011 or later must be used.

Note: To determine the version of SOAPware being used, Click on Help > About SOAPware. This will open a window which will show the version and build of SOAPware currently in use.


This requirement will be tracked via the Meaningful Use Dashboard or the MU Patient Dashboard.

Measure Criteria

Objective: Send reminders to patients per patient preference for preventive/follow-up care.

Measure: More than 20 percent of all patients 65 years or older or 5 years old or younger were sent an appropriate reminder during the EHR reporting period.

For more detailed information on this measure, please Click on the "Reference" link below. This CMS documentation includes information on exclusions, attestation requirements, a definition of terms and important additional information.


Reference: CMS: Patient Reminders

Measure Calculation

Denominator:  The number of unique patients seen in a face-to-face encounter during the reporting period who are age 65 or older or age 5 years and younger.

Numerator: The number of patients in the denominator who were provided an appropriate reminder during the reporting period using the appropriate SOAPware workflow.

Threshold: The resulting percentage must be more than 20%.

* Scoring is individual, provider-based and not practice-wide.


Health Maintenance

Health Maintenance

To create patient reminders for both preventative and follow-up care, use SOAPware's Health Maintenance to generate both individual rules as well as rule sets which can be applied to selected patients. To learn how to use Health Maintenance to set up patient reminders, see: Health Maintenance.

In order to generate a report to send patient reminders, see: Health Maintenance Report.

Meaningful Use Dashboard

Meaningful Use Dashboard

This measure is tracked in the Meaningful Use Dashboard under "Patient Reminders". The Meaningful Use Dashboard can be accessed by selecting SOAPware > Meaningful Use Dashboard.

The Meaningful Use Dashboard will display the Numerator, Denominator and percentage for this measure, as well as, graph the Trend for the dates selected.

*Note: The dashboard icon will display a gray X if the threshold for this measure has not been met for the selected reporting period. The icon will change to a green check mark once the threshold for the meaningful use measure has been met.