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Fusion Ideas Portal
Status Future consideration
Categories Admin
Created by Guest
Created on Dec 21, 2021

Set document reminders by date

Allow me to set document reminders for a specific due date.
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  • Beata W
    Reply
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    Dec 15, 2021
    It would be helpful if you could add a reminder setting option for the progress note frequency not only by a specific number of days but also by a specific date. For example, I would like to be able to have the program automatically generate progress report for all active clients on the following dates: March 1, June 1, Sept. 1, and Dec. 1