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.
- On the top half of the screen, scroll, if necessary, to display the reminder that needs to be edited.
- 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.
- Click on the field that is to be edited and change the values as needed.
- Click on the desired action, Undo, Save or Delete.