PPS and IO: Editing and Deleting Reminders Due

This article applies to the Private Practice Suite and Valant IO

Access the reminders by following any of the following three methods:

  • Click Tools | Reminders
  • Click Reminders Due
  • Click Action Items | Reminders Due

Click on the reminder that is to be edited. The contents of the reminder will be displayed on the bottom half of the screen for the user to edit. Once all changes have been made, click on Save.

In order to delete a reminder, a confirmation window will appear after clicking Delete.



Was this article helpful?

header-top-left-border Created with Sketch.
header-top-right-border Created with Sketch.