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One thing in place to help remind you to call the client is the follow-up list. You could put a default number of days for medications to prompt a follow-up being created when you enter the item into medical history, which allows you to modify the days (if needed,) and add any pertinent notes. Then each day, you can go to Work With, Follow-up List, and look at those people to call for today.
To set up the follow-up on items, go to Work With, Inventory, find an item that normally gets refills, do a right-click Change, click on the Advanced tab, enter a number in the Days field, and click OK. |
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This posting has been authorized by McAllister Software Systems, LLC and was written by Jeremy Bennett, Client Relations Manager |