Set Up Appointment Reminders List

Use the Appointment Reminders table to create and maintain the list of standard appointment and recall reminders that you can assign to patient appointments, and print on most appointment card formats.

How to Get Here

• ViewPoint main menu > System Tables > Patient > Appointment Reminders.

   

  

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• You can also open this table by selecting the Grid Tools> arrow, then Reminders from the Grid Scheduler toolbar.

   

  First, open your Grid Scheduler. Then select Reminders from the Grid Tools drop down menu.

  

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Choose Your Settings

Choose Record to Work With - Use the Previous and Next buttons, or the dropdown button at the bottom of the table window to choose an existing record to work with.

 

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• Create new reminder - Click New. Then enter the description and other details, described below.

   

  

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• Edit descriptions - Click in the field you want to modify and type your changes, or cut, copy and paste text as needed.

• Identify recall reminders - Enable the Recall option to indicate reminders that are appropriate for assigning to recall appointments, and not regularly-scheduled appointments.

   

  

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• Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients. You can also enable the Show All option to include inactive records in your list of records, and change them back to active if needed.

   

  

  Note that the position of the Inactive option may change, depends upon which table you are editing.

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• Save your changes - Click Exit to save the changes you have made and close the editing window.

Notice!

• Print - Click Print to send the list to your printer.You may also want to print the list as a report. See "Appointment Reminder List" for details.

• Set Up Grid Scheduler
  • Appointment Reminders Table
  • Class Table
  • Delete Old Grids
  • General Grid Scheduler Properties
  • Grid Template Editor
  • Explorer Properties
  • Milestone Properties
  • Procedure Table
  • Template Calendar
  • Template Tools
  • Weekly Templates Editor

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