I figured out a solution that is fairly simple.
My database has a list of people who need annual reminders for appointments.
In my summary report I have a field that shows days till due/days past due.
I created a new field called 'reminder sent' in date format next to the days till due field (any format field would work).
Next, I created a new notification and set it to send an email to the email address listed in the field, a record is modified, and when specific fields change and selected 'reminder sent'.
Now I sort by the due date field, grid edit the report and add todays' date to the reminder sent field for the records about to expire which will trigger the notification to be sent to the 'Open: Emails sent openly to anyone' address.
I then have sent the notification and have a record of the date the notification was sent... I can then trigger another notification by updating the date field a week/month later if they don't respond to the first notification.
