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Setting reminders and assigning to a staff member

Training videos - Landing page

Set a reminder

A reminder can be set on a referral when entering/editing a Follow Up or Clinical Review note. To set a reminder, enter a Due Date in the field (to the left of the Time Spent field).

Note reminder fields
Note reminder fields

When the Due Date has been reached, the referral will appear on the main screen in the To Be Actioned list.

To Be Actioned list
To Be Actioned list

Assign a referral to a staff member

When a Due Date is entered, you also have the option of setting who the referral is assigned to. The screenshot above shows that the note (and therefore the referral) has been assigned to Marvin Gaye.