You'll notice on the client file that there is a field called Alert/reminder. When you type something into this field, we'll flag any appointments for this client. The flag looks like this:
You can click directly on the flag to reveal the reminder you created for yourself:
There are also three other cases where we'll automatically create an alert for you:
- If it's the client's birthday on the day of their appointment (so you can wish them a happy birthday).
- If the client has not completed an intake form.
- If the client has updated their intake form since their last appointment