Contacts and Memos > Using Memos

Adding Reminder Memos

To add a reminder memo:

1. Select List > Memos. The Memos List window is displayed.

2. Click Add. The Memo window is displayed.

3. Select the date on which to display the memo from the Appear On drop-down list.

4. Select how frequently the memo is to display from the Frequency drop-down list.

5. Type the name of the person who is sending the memo in the From field, and type the name of the person who is receiving the memo in the To field.

6. Type the memo subject in the Re field. This information is displayed in the Topic column in the Memos List window.

7. Type a message in the Message field.

8. If the memo involves a patient or account, select the record from the Patient Information and Account Information sections.

9. Click OK.

10. Click Close.