Location: Practice Management module > Settings > Services > Select Service > Configure Reminders

You can add/view the reminders to the tasks.


  • You can add/view reminders to the services.
  • There will be a radio button to activate the deadline reminders
  • You may choose the period of how many days/weeks/months before you would like to get the reminder.
  • Here we have two ways to get the reminders.
    • Through the notifications on the top right-hand side
    • The accountants and the staff members assigned to the service will receive an email reminder.

Also, you can add multiple reminders for different periods.