Practice reminders will populate in the Reminders tab on your Calendar homepage:
In this guide, we’ll cover:
Reminders overview
The Reminders tab will display automated reminders, which are auto-generated to notify you of items pertinent to your practice.
Note: Custom reminders are now tasks and can be found in the Tasks tab on the left navigation menu. For more information on tasks, see Creating tasks for your practice.
The following automated reminders will 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 automated 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. To learn more about each role, see Team member roles and access levels.
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:
|
Reminder |
Auto-dismissal |
|
Verifying your email address |
When your email address has been confirmed |
|
Upcoming client birthdays |
The day after the client’s birthday has passed |
|
AutoPay reminders |
When AutoPay is attempted and successfully charges the client |
|
Outstanding client balances |
When a client’s balance returns to $0 |
|
Expired client cards |
When the expired card is updated/deleted |
|
Clients with uninvoiced amounts |
When invoices are created for the appointment(s) |
|
Missing Diagnosis & Treatment Plans |
When a Diagnosis & Treatment Plan is created for the client |
|
Diagnosis & Treatment Plan needs review |
When the reminder date of the Diagnosis & Treatment Plan has been changed |
|
Outstanding document requests |
When the client completes the document requests or after you delete the document requests on your end |
|
Missing progress notes |
When a progress note is created for the appointment(s) |
|
Missing Mental Status Exam |
When a Mental Status Exam is created for the client |
|
Rejected claims |
When the claim is saved |
|
An enrollment requires additional paperwork |
When additional paperwork has been submitted |
|
An enrollment is missing |
When at least one client has been assigned to that insurance payer and enrollment has not yet been submitted |
|
A client’s insurance authorization expires soon |
When the Authorization tracking number is deleted or the Remind me 1 month before expiring checkbox is deselected for that client |
|
Insurance payment received |
When the insurance payment is updated |
|
Insurance payment includes unallocated funds |
When the full amount is allocated correctly, including any necessary write offs |
|
A client’s recurring appointment series is ending |
The day after the last appointment in the series or if the series is deleted |
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