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Set Up Appointment Reminders List

Use the Appointment Reminders editor 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

Home ribbon bar > Editors > Scheduling > Reminders. (You can also search for the editor you want to work with.)

Click Editors from the Tools section of the Home ribbon bar.

Select Scheduling in the list at the left, and choose the Appointment Reminders option.

Setup

Create new description - Click Newon either the Appointment or Recall side of the window. Then select the new record at the bottom of the list and enter your description.
Edit descriptions - Click in the field you want to modify and type your changes, or cut, copy and paste text as needed.
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 Inactive 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.
Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.