The Reminder Report provides a centralized dashboard for tracking all upcoming and completed patient reminders. Whether you’re managing preventative care, recheck visits, or routine tests, this tool helps keep your client communications timely and organized.
🧭 Overview
The Reminder Report consists of a searchable and filterable table with real-time reminder statuses. Key features include:
✅ Viewing Uncompleted and Completed reminders
📅 Filtering by Due Date
🔄 Action buttons to mark complete, edit, or delete reminders
📤 Exporting the report as a CSV or Postcard Print List
🔍 How to Use the Reminder Report
1. Search and Filter Reminders
Use the Search Bar at the top-left to find reminders by patient, client, or reminder name if applicable.
Toggle Show Completed to display completed reminders only.
Filter columns like
Due Date,Client, andCommunication Preferencefor more focused views.
2. Understanding Table Columns
Column | Description |
Patient | The name of the animal receiving care |
Name | Description of the reminder (e.g., vaccine, recheck) |
Due Date | The date the care service is next due |
Client | Pet owner’s name |
Has Email | Indicates whether the client has a valid email on file |
Communication Preference | Email or Postcard |
Trigger Product | The product or service that initiated the reminder |
Status |
|
Actions | Includes options to: mark as complete ✅, edit ✏️, or delete 🗑️ |
3. Status Management
Reminders marked UNCOMPLETED require follow-up.
You can mark them as completed using the ✅ icon once the task is fulfilled.
Toggle Show Completed to view previously completed reminders for audit or history checks.
4. Exporting & Printing Options
Click the three-dot menu (⋮) in the upper right corner to:
Download CSV – Exports all reminders in the current view as a spreadsheet.
Print Postcard – Generates a printable format for clients preferring postcard reminders.
💡 Tip: Use the Has Email and Communication Preference filters to tailor your reminder methods for each client.
5. Editing or Removing Reminders
Click the ✏️ Edit icon to modify reminder details.
Click the 🗑️ Trash icon to permanently remove a reminder if it's no longer needed.
🧠 Tips for Best Use
Review Daily: Check uncompleted reminders each day to ensure timely follow-up.
Segment Reminders: Use filters to generate targeted reminder lists (e.g., just Rabies vaccines, or postcard-only).
Keep Info Updated: Ensure all client contact details are current to maximize communication success.