Create a Client Reminder

Step 1 - Open the Client's File

 

Step 2 - Select 'Reminders' from clients file

 

Step 3 - Select 'Create Reminder'

 

Step 4 - Select where you'd like the reminder to appear

  • "On the Dashboard" means the reminder appears as a notification on the Dashboard screen
  • "When this client file is opened" means the reminder appears when the client's file is accessed

 

Step 5 - Select which practitioners should get the reminder

 

  • You can select as many Practitioners as you prefer
  • If you've selected "When the client's file is opened" in Step 3, you'll have the option of reminding the next user who accesses the client file

 

Step 6 - Enter the 'Reminder Message' you wish to appear

 

Step 7 - Choose the date of the Reminder

 

Step 8 - Press "Save"

 

 

Daniela Bozinoski -

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