Legacy - How do I extract reminders to excel?

Legacy - How do I extract reminders to excel?

In the compliance Tab choose any type of reminders

Choose the date range and then Export mail merger file option

Download XLS File

    • Related Articles

    • Legacy - Reviewing Plan Item Reminders

      1 Review all your reminder that reminds self 2. Review all reminders that remind for another plan item 3. Review all reminders that will be deleted when the plan item is performed 4. You can modify a reminder 5 Delete a reminder.
    • Legacy - Telephone / Email / Mail reminders

      - For a date range create a list of clients for which reminders need to be sent out ( via. telephone, email and mail ) for a specific plan item. - This list will only be for over due reminders and expired reminders can be added to this report by ...
    • Legacy - Emails Reminders, Statement reminders and SMS automation Settings

      Please review these settings on your system. We have made every attempt to retain your original settings where applicable.  For most clinics the SMS settings will be unchecked. SMS subscription must be completed before SMS is functional. If you wish ...
    • Legacy - Merging duplicates, Moving account balances, and moving reminders to the new merged patient

      To merge duplicate pet medical record to original pet Medical record. Follow the step below. Load the Client/patient on Dashboard >> click on EMR and take the EMR pdf Once the Pdf is extracted, Go to Original Pet account and attach the PDF to ...
    • Legacy - Add / Modify Reminders for Plan Items

      Activate the plan Item on Plan Item Setup Reminder Setup If this plan will not have a reminder created when it is performed then it could trigger the need for another plan to get performed. If it does create a reminder for itself it can get replaced ...