To follow on with how to use the Online Practice Management System, I'd like to cover the management of reminders.
With all of the functionality and features of the system, if you have any input, feedback or requests for changes - these are most welcome.
Managing Reminders...
Online Practice Management System Walkthrough - Adding and Managing Reminders
1. Reminders can first be quick added when creating a task.
Reminders can first be added here for you as the person creating the task or for the team member that is assigned. Select when before the deadline should an email reminder be sent, eg. 1 week, 1 month or even leave blank to send on the deadline. If the task is later edited to a new deadline, these reminders will automatically adjust to send at the same period of time before the new deadline (unless they have already been sent). If you want the reminder sent immediately, just include a length of time that extends before the current date and time (eg. 12 months).
2. Reminders shown within Task Detail screen
After a task is created or by visiting the task detail screen, you will be able to view and manage all reminders for the task.
Click the 
to switch to the Reminders list. Here all reminders will be listed, including those that have already been sent. Reminders can be added, edited, or deleted from this section with just a few clicks.
3. Adding Reminders
Clicking 
brings up the Add Reminders window. Here all team members are listed, along with when the email reminder should be sent.
The email address used for team members is the default address shown in their contact details. Multiple emails, set at different times can be added for a single or several team members.
Once added, reminders will appear immediately in the list with the scheduled send time.
4. Editing Reminders
Changing reminders is also quickly done with just a few clicks. Clicking 
will open the Edit Reminder screen.
Here you can adjust the time the reminder will be sent.
5. Reminders Sent - Receiving and Confirmation
Once a reminder has been sent, the list will show it as greyed out, and with a confirmation viewing link.
Email reminders are sent to team members with the task deadline and detail information.
A confirmation screen can also be viewed by clicking 
in the Reminders listing. Here you can see the details of the reminder and when it was sent, as well confirmation of the email successfully sending.
6. Deleting Reminders
Lastly, reminders can be deleted from the list by clicking 
. A warning pop-up will be shown to confirm the delete.
That covers managing reminders within the Online Practice Management System.
I do hope you find this useful, and am looking forward to your input and feedback!