PPS and IO: Editing or Deleting a Patient Reminder

This article applies to Valant IO and the Private Practice Suite

Start by clicking Tools | Reminders or click on Reminders Due from the Dashboard.

  1. On the top half of the screen, scroll, if necessary, to display the reminder that needs to be edited.
  2. Click on the reminder that is to be edited. The Reminder will highlight in blue and the contents will be displayed on the bottom half of the screen.
  3. Click on the field that is to be edited and change the values as needed.
  4. Click on the desired action, Undo, Save or Delete.
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