Next Gen - Reminders

Next Gen - Reminders

Step 1: Select Preferences

Step 2: Click on Reminders , this would take to the  "Reminder Management" page.

      

Reminder Management & Adding Reminders

Reminder Management :

Step 1:  "Past Service" is used to set your reminders as past service if you require

Step 2: "Action" is used if you want to Edit your current reminders and also mark it as Active or deactivate it.

Step 3: Click on " Add Reminder" Which will take to the next page.


Adding Reminder:

  • Reminder: Here you can create your reminder and map it to your plan item or you can also set the Category to your plan item. You can also set the Due - in / Expiry - in & Interval (Days). "Reminder Factor" if you check this it will be recorded by annual quantity plan performed.
  • Where to Display: You can select the options on where you want the Reminder's to be displayed as per your requirement.

    • Related Articles

    • Next Gen - Reminder

      Next Gen- How to set up a Reminder under reminder management? Navigation:  Go to : Preferences >> Reminders  Once you're on this page, you will have the options listed below. 1>>  Search for the Reminder created. 2>> Add reminders (More information ...
    • NextGen - How to check expired reminders for a specific pet ?

      1) Search for the patient > Navigate to the patient's account and click on the reminders icon as shown below. 2) Here you can see all the expired / Current / Due in 45 days / overdue reminders. 3) Navigate to the patient's account and look under the ...
    • Next Gen - Clients & Patient Search

      How to Search Client's & Patient's on Next Gen ? Please find the types of client's & patient's search: 1: Client ID 2: Client First & Last name 3: Client registered E-mail ID 4: Client Register Phone Number 5: Patient Record No 6: Patient Name 7: ...
    • Next Gen - Reminder (in detail)

      How to set a Reminder ? Step 1: Go to "Preferences" Step 2: Select "Reminders" Step 3 : Select "Add Reminder" to add new reminder Step 4:  Please set the plan Item Reminder accordingly. Step 5: This would help to set the Display of your reminders. ...
    • NextGen - How to generate a report on expired reminders ?

      1) Click on the statistics and reports icon as shown below and click on Reminders.  A > Click on Statistics and reports. B > Click on Reminders. 2) Click on Show Expired Reminders and select the date range needed and click on Generate Report.