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Reminders Report

Review past and upcoming reminders from one place.

Updated over a week ago

On the Reminders Report, you can quickly review all your reminders.

They are grouped into 3 categories:

  • Product Reminders

  • Upcoming Appointments - coming soon

  • Recommended Visits - coming soon

For each reminder report, you can see the client information, patient details (click on the name to jump to their profile), reminder information (such as the reminder category and the product used last time), the next due date, and when the reminders were sent or when they are scheduled to be sent out (for upcoming due dates).

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