How to Use Reminders

By 09/11/2020Communication

Description

This article will guide you through setting up a user reminder.

Setting Up Your First User Reminder

  1. Click Office and select Office Reminders
  1. Choose Yourself and click the Reminder… button
  1. Type your reminder and don’t forget to set a Due Date!
  2. Then save your reminder.
HINT: This reminder will pop up when you log in on the date the reminder is due and can appear on Day End Reports and Productivity Reports!
NOTE: Only the reminders under Yourself will pop up when you log in. Setting reminders for a patient or a producer will not bring up a pop up but can appear on Day End Reports and Productivity Reports.