The ability to insert manual reminders for patients is useful when, for example, a new client rings to make an appointment for their animals and you can enter their vaccination, flea and worming treatment follow-up dates, prior to the initial consultation.
To insert a manual reminder
Go to: Clients module > Clients menu > Client Details.
Find the required client.
Right-click the animal's name and click New Reminder.
From the Client Reminder window, click the Reminder Code arrow, and select the type of reminder you wish to insert.
In the Date Due field, type the date that the reminder is due.
In the Qty field, type the quantity of the selected reminder for which the animal is due.
VisionVPM will default the Qty field to 1.
In the User Code field, type your user code.
The Reference and Status fields can be left blank.
When a reminder has been generated automatically from an invoice, VisionVPM defaults the Reference field to the invoice number.
The Status field can be used, for example, when you are phoning clients regarding their reminders and you cannot contact the client. You can enter a date of when you wanted to call the client again, enabling you to follow up at a later date.
