Resolve Reminders

To resolve reminders, follow the directions below:

1. Go to Front Office > Tasks View > and scroll to the bottom tables.
2. Select the Reminders view.
3. Filter the table as needed, for example, the closest due reminder, by assigned user, or number of attempts will all help you locate the reminders assigned to you. 
4. Use the breakout button to locate a patient’s information and contact them.
5. Click the … in the Action column to document your call.
6. In the Action column, you can do several things.
   1. Update your reminder, allowing you to mark it scheduled, document if contact was made, and add notes to keep track of how the call went.
   2. Update Due allows you to change the due date
   3. Assign Reminder will enable you to assign the reminder to someone else. 
   4. Delete Reminder lets you delete the reminder.
7. Once the reminder has been updated, click the ••• again to complete the reminder.