- On the Task List, select the Reminders link.
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- Reminders assigned to the staff member will be displayed. Overdue reminders are listed in red, future reminders are listed in blue, and reminders due today are listed in black.
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- Use the Filter Options to adjust the Date Range and view upcoming reminders.
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- Click the link of the reminder you would like to complete.
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- In the Edit Follow-Up Entry window, enter any follow-up notes about the reminder.
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- If the reminder is complete, select the Complete & Exit button.
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