Daily Reminders from the Appointment List
Reminders which are marked as Daily can be used for post-operative surgery checks, bandage checks, sympathy cards, or any post treatment follow up.
They are a powerful way of staying in touch with your customers and building compliance with your instructions.
- Daily Reminders can be viewed from the Appointment List window.
- Click the
button and then select Daily Reminders.
- Enter the date range , and click OK.
- You may wish to review the past few days to make sure you are not missing any that have not been actioned yet.
- If you wish to display reminders for a selected user, enter their User code before clicking OK.
- The Reminder List window will be displayed, from where you can phone, email, text clients, print or merge the list to MS Word.
- Once you have made contact with the client, you can mark the reminder as Notified or update the Status.
