The Reminders tickler displays Today's Appointments, all Treatment Plans due, Tasks from QuicDoc's Scheduler, and Authorizations nearing expiration.
You can set Reminders to display automatically at start up, or turn off. This option is set in Preferences.
| • | Select Reminders from the View menu, or click the icon on toolbar to open the Reminders window. |
| • | Click on a tab to view the contents. |
Print Lists
Click the Print button to print the list in the selected (active) tab for either Authorizations, Tasks, Treatment Plans Due, or Today's Appointments.
Today's Appointments
Displays daily appointments from QuicDoc's Scheduler which include appointments scheduled from the Patient window.
Treatment Plans Due
Treatment Plans as they are scheduled are listed in the Patient's Tasks tab to be marked as completed.
Plans that are due within 14 days (default value) or within the number of days you assign are listed in Reminders in the Tx Plans Due tab. The Notify number of days is set in Preferences.
Click in the Done checkbox to mark a plan as completed.
Tasks
The To Do's entered in the QuicDoc Scheduler are listed in the Reminder's Tasks tab for a specific user when they log onto QuicDoc. This list of general tasks is the same list that appears in the Scheduler Task list.
Patient specific tasks are also listed in Reminders and in the Patient Tasks tab at the bottom of the Patient window
Click in the checkbox under Done to mark a task completed. Completed general tasks will not appear in the Reminders list of tasks, but will still appear in the Scheduler, unless set in the Scheduler Preferences to hide them.
The option to display completed patient specific tasks is set in Preferences.
Click the Print button to print a list.
Authorizations
Authorizations are listed in Reminders if there are fewer than 2 remaining sessions or the end date of the authorization is 2 weeks away or less.
Click Close to exit Reminders.