Tickler Tab

TICKLER REPORTS

The Tickler Reports are printed off in accordance to the routine of your office. They can be done once a week or once a month depending on the desired working routine of the office staff and when they like to make patient calls.

1. Click on the ‘Tickler’ tab
2. Select either a specific provider or all providers from the drop-down beside ‘Select Provider’
3. Select the service date range by clicking on the word ‘begin’ and ‘end’ to access the specific date required for the report
4. Select the type of report you want (active, completed or deleted) tasks from the drop-down beside the ‘move to’ box
5. Click ‘Create Report’
6. The task list can be printed to refer to as tasks are completed
7. When the requested task has been completed, put a check mark in the box beside the completed task and click on the ‘Complete’ button
8. To delete a task, where there is a duplicate etc., repeat the above and click on the ‘delete’ button
9. You can also access a patients individual ticklers through the ‘View Tickler’ link in the Encounter notes.

See Chapter 11 for more information on the Tickler System.

TIP: If you only select the END
date the report will give you all the ticklers that have not
been addressed up to that date. If you only select the
‘begin’ date and leave the ‘end’ date blank, you will get
everything in the system from the beginning date forward.