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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