This feature will provide you with a summary of the things you needed to do or a reminder without opening or clicking on a different button.
My Appointment today:
- This will provide you a list of today's upcoming appointments.
- You can click on the appointment listed or click on the view appointments button for you to be directed to the calendar to view appointments created.
- You can only view the list TO DO/IN PROGRESS notes, whereas notes marked as DONE will be mapped to the client file. For complete information about admin notes, click on this article: Admin notes
-Reminders are a great way to trigger a one-off pop-up message when accessing a client file or account Dashboard. Perhaps you need to remember to ask your client to sign a consent form or remind your receptionist to finalise an owing invoice. Use Reminders like you would a post-it note. For complete information about admin notes, click on this article: Create Reminder
-The noticeboard can be used as a way to communicate important messages across your whole practice quickly and easily. Everybody can view the noticeboard from their dashboard as soon as they log in to coreplus. However, only users with the correct permissions can edit what appears on it. For complete information about admin notes, click on this article: Noticeboard
-Counts the appointment for the last 7 days, including today. There's no way to change this default count.
-Let you view the graphical image of the appointments within the Month for Billable, Cancelled, and No Show.
You may also be interested in:
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!