WhoEvery user (your own reminders)
WhereClerk screen › Reminders list ›
Belongs toYou, not the client
When PsyTrace files a reminder
| Reminder | Filed when | For |
|---|
| CaseManager | a new Episode of Care names you as its Contact/Case Manager (or the manager is changed to you) | the Case Manager |
| StatusManager | a new Client Status names you as its manager | the Status Manager |
| Discharge | a supervisee files a discharge | the Supervisor |
Example: the front desk opens a new Episode for a client and chooses Dr. Rossi as Contact/Case Manager. PsyTrace files a reminder for Dr. Rossi, who sees it in her Reminders list.
Reading your reminders
The Reminders list on the Clerk screen shows your reminders. It does not change when you change client. Click a line and choose to load new ones.
Coming later in the web version: opening the record a reminder is about, marking a reminder as read, and sending messages to colleagues. Supervisors already find the discharges waiting for them on the Supervision screen (Waiting for my review).