You can create reminders for clients/patients in Biocanic. There are a couple of ways to accomplish this.
If you would like to manually send reminders to the client/patient yourself:
1. Create a Task Template by going to Templates>Tasks>Add Task Template and adding a note to remind them in the body of the Task.
2. Once you have created this template, go to Tasks and click Add Task. Select the Task Template you made for this reminder.
3. Now select the client you need to remind, assign the Task to yourself, choose the due date, and then assign the status "To Do."
4. This will show up in the "To Do" column in the Tasks tab, and on your practitioner dashboard.
If you would like to automate sending the reminder to the client/patient:
1. Follow the previous Step 1 to create a Task Template to address your client/patient directly.
2. Follow the previous Step 2 to select this new Task.
3. Now select the client/patient you need to remind, assign the Task to them, choose the due date, and then assign the status "To Do."