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.
NextGen - I do not see a rabies/vaccine certificate while perfoming the plan item
1) please click on the setup icon as shown below. Navigate to plan items then Sub Category 2) Search for the plan item's category and subcategory. Click on the Edit button. 3) Make sure the Vaccine - Rabies option has been enabled under trigger ...
Legacy - Setting up reminders for a plan item
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 - 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 ...
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 ...
Legacy - Adding a Microchip Plan Item
To perform a microchip registration, you'll to add the microchip plan item in the Active Plan list as shown below. Add the Microchip Plan Item 1) Each Microchip Vendor has a special plan item that is created in Web Services setup. Contact your ...