How to find a specific reminder sent across dates and locations

If you have many locations, or are sending many daily reminders in different messages, it can be difficult to find a particular message sent to a particular person.  This article shows you how to search across all your reminder jobs at one time.

1. Log into your secure portal at

2. On the HOME tab, use the search window in the Notification list.

You can search for anything across various jobs, or in the selected job you are currently highlighting in the job list.  The default setting is to search across all jobs as shown below.

A few things to keep in mind:

  • You can search by any field - name, appointment type, phone number, provider name, etc.
  • When you are searching by phone number, please leave out all  
  • In the search results, you can see the Message that was used to send the person the call/text or email and the date and time the Job started to send out.
  • Click the icon next to the person's name to view the text, email or listen to the phone call.





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