Creating a Reminder Class Product

To create new Health/Service Reminder Class Products in Admin, navigate to Products, then click on +New Product at the top of the product page. Selecting Product as the Class will allow you to add Reminder Labels to your new product.

In the Reminder section of the Product Form, simply click on the +Add next to Reminder Labels to see a drop-down list of all the available Health/Service Reminder Labels to choose from. You can add additional Health/Service Reminder Labels to the product by clicking on the +Add button again.

To remove a Reminder Label from a product hover over the Reminder Label to see an X to the right of the label. Clicking on the X will remove the unwanted Reminder Label.

Under the Reminders section on the product form, you can also set-up this product to require that a reminder timeframe be selected in the Set Reminder field before staff can complete any treatments for this product. This requirement can be turned on by clicking on the toggle to the right of Required to turn it orange.

Health/Service Reminder Labels can be added to existing Products at anytime by navigating to Products in Admin and clicking on the product you would like to add a reminder to, opening up the Product Form to edit.

Once you are in the Product Form navigate down to the Reminders section and you can add Service Reminder Labels to the existing product by clicking on the +Add button to the right of the Reminder Labels. You will also be able to turn the Required toggle to on so that staff will need to select a reminder timeframe before completing any treatments with this product, ensuring that a reminder will be set for the patient.

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