If you click Reminders from your Calendar homepage, you'll be able to view automated practice reminders.
You can learn more about practice reminders below:
What are reminders?
Reminders are automatically generated by our system to notify your practice of things like outstanding client balances, expired client credit cards, claim denials, upcoming client birthdays, missing progress notes, and more.
These reminders cannot be customized at this time. Reminders are enabled for all practices by default, and they cannot be turned on or off. To learn how to dismiss reminders after you’ve viewed them, see the Dismissing reminders section below.
Note: Each team member will only see reminders that are catered to their designated team member role. See How do Team Member roles work? to learn more about each role.
On the Reminders page, click the arrow by each reminder to expand them to view each individual reminder by client and date.
If you'd like to dismiss a reminder, you can simply click the X next to it. This will clear it from your dashboard.
Note: Some reminders have automatic dismissal once the task has been completed.
If you dismiss a balance reminder for a client, it will not appear again until that client's balance changes.
If you accidentally dismiss a client's balance reminder, you can make it appear again by following these steps:
- Record a test payment of any amount toward the client's balance.
- Wait 24 hours.
- The client's balance reminder will appear in your reminders section.
- Delete the test payment.