In this guide, we’ll cover:

• Reminders overview
• Dismissing reminders
• Creating custom practice reminders
• Balance reminders

Reminders overview

The Reminders tab will display your custom reminders at the top and automated reminders directly under. For more information on custom reminders, see: Creating custom practice reminders. Automated reminders are auto-generated to notify you of items pertinent to your practice. Under Automated reminders, you'll see populate in your Reminders tab:

Account management

• Verifying your email address
• Upcoming client birthdays

Client billing

• AutoPay reminders
• Outstanding client balances
• Expired client cards
• Clients with uninvoiced amounts

Documentation

• Missing Diagnosis & Treatment Plans
• A Diagnosis & Treatment Plan needs review
• Outstanding document requests
• Missing progress notes
• Missing Mental Status Exams
• Good Faith Estimate expiration

Insurance

• Rejected/denied claims
• A Payment Report updates a client’s appointment
• An enrollment requires additional paperwork or is missing
• A client’s insurance authorization expires soon
• Insurance payment received
• Insurance payment includes unallocated funds

Messaging

• A client unsubscribed to email or text reminders
• Email to a client or team member failed

Scheduling

• Google Calendar sync ended
• A client’s recurring appointment series is ending

These automatic reminders can’t be customized and are enabled for all practices by default. They can’t be turned on or off. To learn how to dismiss reminders after you’ve viewed them, see: Dismissing reminders.

Note: Each team member will only see reminders that are catered to their designated team member role. See Team member roles and access levels to learn more about each role. 

On the Reminders tab, you can click the arrow next to each reminder series to expand it and view each individual reminder by client and date.

Dismissing reminders

If you'd like to dismiss a reminder, hover over the line item and click the trash can icon. This will clear it from the Reminders tab and decrease the reminder count.

To delete all reminders, click Delete all at the top of the Reminders tab.

The following reminders will be automatically dismissed once the task has been completed:

Creating custom practice reminders

You can create custom reminders and use the Reminders tab as a to-do list. 

To create a custom reminder:

• Navigate to the  Reminders tab
• Click + Add in the top right corner

• Add your reminder information
  • There’s a 500 character limit for each custom reminder
  • Hitting Enter or Return on your keyboard will automatically create another custom reminder directly underneath

New custom reminders will automatically be added to the bottom of the Incomplete list. To reorder your reminders:

• Hover your mouse over the reminder
• Click the 6 dots to the left of the reminder

• Drag it up or down to move its position

To mark a custom reminder as Completed:

• Hover your mouse over the reminder
• Click the empty circle to the left of the reminder

Note: You can also complete the reminder by clicking the 3 dots > Mark as complete.

Once a reminder is marked as Completed, it’ll turn green and automatically be removed from the Incomplete list and moved to the Completed list. You can use the drop down menu to filter between Incomplete and Completed reminders.

Note: To edit a completed reminder, you’ll want to unmark it as completed first.  

Balance reminders

If you dismiss a balance reminder for a client, it won’t appear again until that client's balance changes. If you accidentally dismiss a client's balance reminder, you can make it reappear 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 tab
• Delete the test payment