Legacy - Reviewing Plan Item Reminders

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.

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      Reminders are setup at the plan item level Getting to the plan item for which reminders need to be set or edited 1. Click on Settings & Reports 2. Click on Medical Record / Plan items Setup 3. Click on Add/Modify Plan Item<<<< Plan Management 1. ...
    • Legacy - Add / Modify Reminders for Plan Items

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    • 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 - Adding or Modifying a Plan Item

      Navigation:Settings & Reports ->Medical Record/ Plan items 1. Click on Settings and Reports. 2. Click on Medical Record / Plan Item Setup 3. Under Plan Management, click on Add / Modify Plan Item. 4. Alternatively if you wish to quickly add / modify ...
    • NextGen - How to generate report on reminders pending for a specific plan item ?

      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) Select the plan item from the drop down and select the date range needed and click on Generate ...