Knowledge Activity: Introduction to Clinical
Reminders (Baccalaureate)
Student instructions
1. If you have questions about this activity, please contact your instructor for assistance.
2. You will review a de-identified chart to complete this activity. Your instructor has
provided you with a link to the Introduction to Clinical Reminders (BS) activity. Click on
2: Launch EHR to review the patient chart and begin this activity.
3. Refer to the patient chart and any suggested resources to complete this activity.
4. Document your answers directly on this activity document as you complete the activity.
When you are finished, you will save this activity document to your device and upload
this activity document with your answers to your Learning Management System (LMS).
Glossary
Clinical Reminders: The Clinical Reminder system is a built-in Clinical Decision Support (CDS)
system that allows the care team to track and improve preventive healthcare and disease
treatment for patients and ensure that timely clinical interventions are initiated. Clinical
Reminders perform automatic chart audits and schedule events based on pre-programmed
criteria. In other words, Clinical Reminders do a chart review and tell clinicians what the patient
needs, or which patients need something.
Reminder Inquiry: A reminder-specific summary of the data and criteria associated with an
individual reminder.
Reminder Description/Rationale: The human-readable description of the clinical purpose,
intent, and inclusion/exclusion criteria for the reminder.
Reminder Cohort: Patients included in a group who need an intervention, e.g. “This patient
needs a flu shot” or patients to include on a report, “Show all patients who need flu shots.”
Inclusion Criteria: The presence or absence of data that will prompt the reminder to become
“due” for a patient.
Exclusion Criteria: What will turn this reminder OFF? The findings necessary to resolve the
Reminder.
EHR Go Knowledge Activity: Introduction to Clinical Reminders (Baccalaureate) HBK1013.4 1
Archetype Innovations LLC ©2021
, Not Applicable Reminder: A reminder is considered to be “Not Applicable” for a patient if no
findings are present in the patient’s chart.
Reminder Schedule: How often should this reminder or selected intervention be due for the
cohort?
Reminder Finding: A FINDING is a piece of information that the reminder uses for inclusion for
in the EHR. A FINDING is binary: It’s there or it’s not. A finding must be coded data in order for
the EHR to recognize it. Examples of findings are lab results, vitals, completed orders, etc.
Due Reminder: A reminder is DUE for a patient if they are in the cohort (applicable) and have
not had the need (frequency) for the intervention (finding) that the reminder is seeking, and
the intervention is currently due.
Overdue Reminder: A reminder is OVERDUE for a patient if they are in the cohort (applicable)
and have not had the need (frequency) for the intervention (finding) that the reminder is
seeking, and the intervention is past due.
Not Due Reminder: A reminder is NOT DUE for a patient if they are in the cohort (applicable)
and have had the need (frequency) for the intervention (finding) that the reminder is seeking,
and the intervention is not currently due.
Clinical Decision Support (CDS): Clinical Decision Support (CDS) provides clinicians, staff,
patients or other individuals with knowledge and person-specific information, intelligently
filtered or presented at appropriate times, to enhance health and health care. CDS
encompasses a variety of tools to enhance decision-making in the clinical workflow. These tools
include computerized alerts and reminders to care providers and patients; clinical guidelines;
condition-specific order sets; focused patient data reports and summaries; documentation
templates; diagnostic support, and contextually relevant reference information, among other
tools. Clinical Reminders are a powerful type of CDS. (Centers for Medicare and Medicaid
Services, 2014)
The activity
You have been asked to review the Central Clinic’s use of Clinical Reminders as an initiative for
improved Clinical Decision Support (CDS) in conjunction with their EHR system. You have been
provided with a recent report of the Influenza Vaccine Clinical Reminder cohort findings and a
EHR Go Knowledge Activity: Introduction to Clinical Reminders (Baccalaureate) HBK1013.4 2
Archetype Innovations LLC ©2021
Reminders (Baccalaureate)
Student instructions
1. If you have questions about this activity, please contact your instructor for assistance.
2. You will review a de-identified chart to complete this activity. Your instructor has
provided you with a link to the Introduction to Clinical Reminders (BS) activity. Click on
2: Launch EHR to review the patient chart and begin this activity.
3. Refer to the patient chart and any suggested resources to complete this activity.
4. Document your answers directly on this activity document as you complete the activity.
When you are finished, you will save this activity document to your device and upload
this activity document with your answers to your Learning Management System (LMS).
Glossary
Clinical Reminders: The Clinical Reminder system is a built-in Clinical Decision Support (CDS)
system that allows the care team to track and improve preventive healthcare and disease
treatment for patients and ensure that timely clinical interventions are initiated. Clinical
Reminders perform automatic chart audits and schedule events based on pre-programmed
criteria. In other words, Clinical Reminders do a chart review and tell clinicians what the patient
needs, or which patients need something.
Reminder Inquiry: A reminder-specific summary of the data and criteria associated with an
individual reminder.
Reminder Description/Rationale: The human-readable description of the clinical purpose,
intent, and inclusion/exclusion criteria for the reminder.
Reminder Cohort: Patients included in a group who need an intervention, e.g. “This patient
needs a flu shot” or patients to include on a report, “Show all patients who need flu shots.”
Inclusion Criteria: The presence or absence of data that will prompt the reminder to become
“due” for a patient.
Exclusion Criteria: What will turn this reminder OFF? The findings necessary to resolve the
Reminder.
EHR Go Knowledge Activity: Introduction to Clinical Reminders (Baccalaureate) HBK1013.4 1
Archetype Innovations LLC ©2021
, Not Applicable Reminder: A reminder is considered to be “Not Applicable” for a patient if no
findings are present in the patient’s chart.
Reminder Schedule: How often should this reminder or selected intervention be due for the
cohort?
Reminder Finding: A FINDING is a piece of information that the reminder uses for inclusion for
in the EHR. A FINDING is binary: It’s there or it’s not. A finding must be coded data in order for
the EHR to recognize it. Examples of findings are lab results, vitals, completed orders, etc.
Due Reminder: A reminder is DUE for a patient if they are in the cohort (applicable) and have
not had the need (frequency) for the intervention (finding) that the reminder is seeking, and
the intervention is currently due.
Overdue Reminder: A reminder is OVERDUE for a patient if they are in the cohort (applicable)
and have not had the need (frequency) for the intervention (finding) that the reminder is
seeking, and the intervention is past due.
Not Due Reminder: A reminder is NOT DUE for a patient if they are in the cohort (applicable)
and have had the need (frequency) for the intervention (finding) that the reminder is seeking,
and the intervention is not currently due.
Clinical Decision Support (CDS): Clinical Decision Support (CDS) provides clinicians, staff,
patients or other individuals with knowledge and person-specific information, intelligently
filtered or presented at appropriate times, to enhance health and health care. CDS
encompasses a variety of tools to enhance decision-making in the clinical workflow. These tools
include computerized alerts and reminders to care providers and patients; clinical guidelines;
condition-specific order sets; focused patient data reports and summaries; documentation
templates; diagnostic support, and contextually relevant reference information, among other
tools. Clinical Reminders are a powerful type of CDS. (Centers for Medicare and Medicaid
Services, 2014)
The activity
You have been asked to review the Central Clinic’s use of Clinical Reminders as an initiative for
improved Clinical Decision Support (CDS) in conjunction with their EHR system. You have been
provided with a recent report of the Influenza Vaccine Clinical Reminder cohort findings and a
EHR Go Knowledge Activity: Introduction to Clinical Reminders (Baccalaureate) HBK1013.4 2
Archetype Innovations LLC ©2021
