Using Reminders

This section discusses reminders. It describes how

  1. Click the Reminders tab.

    The Reminders screen opens and displays a list of reminders.

  2. Select the Status, Patient, Reminder Type, Provider, Start Date, and/or End Date you want to search for.
  3. Click Apply Filters.

    A list of reminders that matches the search criteria is displayed.

  4. To open the patient chart, click the patient's name.
  1. Click the Reminders tab.

    The Reminders screen opens and displays a list of reminders.

  2. Select the Status, Patient, Reminder Type, Provider, Start Date, and/or End Date you want to search for.
  3. Click Apply Filters.

    A list of reminders that matches the search criteria is displayed.

  4. Click Modify for the reminder you want to edit.

    The Reminder modification screen appears.

  5. Edit the reminder as needed.
  6. Click Save.

    The Reminders screen appears.

  1. Click the Reminder tab.

    The Reminder screen opens and displays a list of reminders.

  2. Select the Status, Patient, Reminder Type, Provider, Start Date, and/or End Date you want to search for.
  3. Click Apply Filters.

    A list of reminders that matches the search criteria is displayed.

  4. Click Delete for the reminder you want to delete.

    A confirmation message appears.

  5. Click OK.
  1. Click the Reminder tab.

    The Reminder screen opens and displays a list of reminders.

  2. Select the Status, Patient, Reminder Type, Provider, Start Date, and/or End Date you want to search for.
  3. Click Apply Filters.

    A list of reminders that matches the search criteria is displayed.

  4. Select the check box for the patient you want to notify.
  5. Click Notify Patients in the Action Bar.

    The Reminder Notification screen appears.

  6. Select the Actual Contact Method.
  7. Enter any Comments.
  8. Click Notified.

    The Reminders screen appears and the reminder is removed from the list.