Ticklers

The Tickler provides a means to add reminders to yourself or others into the system.  The ticklers will pop-up to remind you of a certain task at a future date and time.  The Tickler is displayed on each user's Dashboard in MedSuite.  When you first access the system, the Tickler portion of the screen will be blank until you add some ticklers.  By default, each time you access the system, it will display open ticklers with a reminder date and time that are less than the current date and time.  As you add ticklers for the future, they will not be displayed until that date and time are reached, unless you modify the "Filter."  We'll talk about "filtering" later.

NEW

To add a tickler, click the NEW button.  A pop-up window will be displayed where you can add the tickler.  The User to Remind will default to the user name under which you logged in.  You may select another user if you are adding a reminder for someone else.  The date will default to the current date.  Enter the date you want to be reminded of this tickler.  You may enter a specific time of day that you would like the tickler to display (in MILITARY time) or leave the time field at 0:00 if you would just like it to display on that day first thing.

The Link Tickler To field is to designate whether this reminder is about a particular Patient, Account, or Claim.  If this is just a general reminder to yourself or another user, you may leave it blank.  If you are linking the tickler, select the particular Patient, Account, or Claim to which it is to be linked.  You may use the scrolling functions (clicking the binoculars or pressing F9) or you may type in the name of the patient or account holder.  You may also key in a claim number when linking the tickler to a claim.

In the Note field type in the reminder note.  The first line of the Note will be displayed on the Dashboard.  The remainder of the note is visible after double-clicking the tickler on the Dashboard or selecting Edit.

After entering the Note, select OK.

REMIND

The REMIND button can be used to change the reminder time on a tickler by allowing you to postpone it by a few minutes, hours, days, or weeks.  Make sure the tickler you want to update is selected in the tickler list, and then click the Remind option that you'd like.  The tickler will be removed from the display, and will re-display at the designated date and time.

EDIT

The EDIT button will allow you to modify an existing tickler.  You may change the reminder date, time, or note.  NOTE:  If you need to change the Patient, Account, or Claim, you need to close the existing tickler and add a new one.

CLOSE

The CLOSE button is used to remove the tickler from the list of open reminders once you've taken action or don't need to be reminded anymore.  Closed ticklers may be viewed by changing the filter options.  If you change the filter to display closed ticklers, they will be displayed in red.

FILTER

The FILTER option is used to change the display of the ticklers on the Dashboard.  You may select a particular practice to limit the number of ticklers that display.  Leaving it blank will display ticklers for all practices.  By default, it shows ticklers for all practices.

If you have Tickler Administrator privileges, you may choose to view ticklers for other users by selecting the user, or leaving the User field blank to see ticklers for all users.  By default, it displays the user name under which you logged in   You may view ticklers for future dates by changing the date, and view Closed Ticklers by selecting that option.  NOTE:  Tickler Administrator privileges are assigned in User Maintenance.

JUMP

The JUMP button provides a quick way to go to the patient/account ledger or demographics for the selected tickler.

After clicking on the tickler for the patient you want, click JUMP, then either the Demographic or Ledger option and that screen will be displayed.  To go back to the tickler, close the ledger or demographic screen, or click on the Dashboard leaving the other screen open, or use the keyboard shortcut CTRL+PAGEDN.

PRINT

The PRINT button will print the currently displayed tickler list to the selected printer.  If you need to change what is being printed, change the Filter options to print future ticklers, ticklers for other users, or closed ticklers.