Annual Alert/Reminder for Good Faith Exam (GFE) Renewal
Annual Alert/Reminder for Good Faith Exam (GFE) Renewal
Summary:
Add an automated reminder system that alerts providers and/or staff when a patient's Good Faith Exam (GFE) is due for annual renewal.
Problem:
Currently, there is no way within Boulevard to track or receive notifications for when a patient's GFE is approaching its annual renewal date. As medical providers, we're required to clear patients annually before continuing certain treatments and to update their health information. Without a built-in reminder, this tracking has to be done manually (or not at all), which creates compliance risk and makes it easy for charts to lapse without anyone noticing.
Requested Feature:
An automated alert or flag tied to each patient's chart that triggers when their GFE is approaching its 1-year expiration (e.g., 30/14/7 days out, configurable).
Alerts visible to providers and/or front desk staff — ideally surfaced on the patient's profile, in the daily schedule/appointment view, and/or as a dashboard notification so it's caught before or at check-in.
Ability to see at a glance (list or filter view) which patients have GFEs due or overdue, so staff can proactively schedule renewal visits.
Optional: block or warn against booking/checking in a patient for a treatment requiring a valid GFE if theirs has expired.
Why This Matters:
GFE compliance is a legal and clinical requirement for treatments we provide. Missing a renewal isn't just an administrative gap — it's a compliance issue. An automated tracking/alert system would reduce risk, save staff time currently spent manually cross-checking charts, and ensure patients are properly reassessed on schedule.
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Sarah Bennett
commented
PLEASE ADD THIS ASAP! GFE'S ARE WHAT PROVIDES THE CLINIC TO SERVE THE CLIENT/PATIENT. IT IS A CRITICAL CLEARANCE FOR MEDICAL PURPOSES AND THERE NEEDS TO BE A WAY FOR THIS TO BE VIEWED DURING BOOKING, THAT A DATE OF CLEARANCE CAN BE ENTERED AND THEN A NOTIFICATION TO PROVIDER OF THE EXPIRATION DATE FROM THE CLEARANCE, WHICH IS 1 YEAR. PLEASE ADD THIS IN ASAP! THE SCHEDULING ALERT IS NOT SUFFICIENT AND IS NOT FUNCTIONING LIKE AN EMR AS THIS SYSTEM SHOULD BE WORKING. THANK YOU FOR YOUR PROMPT ATTENTION TO THIS!