Calendar & reminders

Appointments, follow-ups, tasks, repeating items, templates and reminders.

• Add an appointment, follow-up or task

  Put work on the calendar so the right person is reminded at the right time.

• Apply a template to a patient

  Add a company template's items to a patient's schedule, with a preview of every date and who gets it.

• Change calendar colours and item types

  Pick your own colours, colour appointments by doctor, and (Admins) rename, add or switch off item types for the whole company.

• Find your items on the calendar

  Switch between month, week, day and agenda views and filter by person, patient, type and status.

• How reminders and the daily summary work

  Who gets each reminder and when, the morning summary of today's and overdue items, the Today card and the red Calendar count.

• Make an item repeat

  Set an appointment, follow-up or task to come back every week, every month, or a number of days after the last one is done.

• Mark done, push or resend a calendar item

  Finish an item, move it to later, or send its reminder again, from any list it shows in.

• Send an urgent alert

  Reach colleagues right away with a red banner, email and text, and escalate to managers if nobody presses Got it.

• Set up templates for new patients

  Build a list of calendar items, like an initial assessment in 3 days and a monthly progress report, that staff add to a patient in one go.