Accessing CS Remind
Accessing CS Remind
CS Remind is accessed by going to Setup>Reminders. The regular reminder Interface will be refreshed with several enhancements as identified below:
1. You access the Reminder Settings by selecting the 
icon.
2. You can resend reminder by checking off the reminder(s) in the log and then selecting the 
icon.
3. You can Select the 
icon to Create or Manage your custom reminder Templates
4. You will have the ability to export the Reminders Log to a .CSV file by selecting the 
icon
5. You will have the ability to search through the reminder log by Contact Name, Contact Info, filter by Therapist, filter by Type as well as Status. The search fields are located at the top of the Reminder log.
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