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To create a new Reminder

Setting up a reminder code

Go to: Stock menu > Reminder Details.

  1. Click Insert.

  2. In the Reminder Code field, enter a suitable code.
  3. Select Standard reminder for reminders that do not require immediate, in-clinic follow up.
  4. In the Description field, enter a description for the reminder.
  5. The Default Frequency is the measurement of the period that will be offered for the reminder interval.
  6. You can enter a description of the reminder in the Text field, for example, the vaccine products, which can then be displayed on vaccination certificates.
  7. Click Save.

See Also

Working with Reminders

Using Stock Reminders

Automate your Reminders with Formulations

Using Reminders for In-Clinic Messages & Client Recalls

Using Reminders for Internal Tasks

How to insert a manual reminder