Record the patient’s choice
In the patient record, open Details & access and find Email reminders. Record agreement only after the patient has agreed. Record withdrawal when requested.
Without recorded agreement, reminder jobs are skipped. Patient-portal access invitations are separate transactional messages.
Add a caregiver contact
Use Contacts to store a caregiver’s name, relationship and contact details. Check the details with the patient.
A caregiver contact is a way to reach someone. It does not let them sign in to the patient’s records.
Choose the available channel
Talven currently uses email for its configured notifications. WhatsApp messaging is not connected.
The clinic should use its normal contact process when email is unavailable or unsuitable.
If a reminder was not received
Check the patient’s email address and the Email reminders agreement in their record. Agreement and portal access are separate: a patient can have a portal account without having agreed to reminder emails.
Ask the patient to check spam. An email accepted by the sending service is not proof that it reached the inbox or was read. If email is unsuitable, use the clinic’s normal contact process and record the outcome.
If a patient changes their contact address, confirm the new address before using it. Do not record reminder agreement simply to make an email send; record the patient’s actual choice.