Permissions: You need the Scheduling or Docs permission to use these functions.
Go to Schedule → Reminders → Documentation to view reminders for patients who will need a new progress note or re-assessment soon. Click a reminder to open the patient's appointments, where you can add or edit an appointment for them.
These reminders are based on the patient's Last Progress Note date or Last Assessment date for each service type. You can change how often progress notes and re-assessments are due in Clinic Options or for a specific payer.