CrystalSolutions & SoulTrader FAQ & Forum

CrystalSolutions Practice Development Software => CrystalSolutions v8 Mac => Topic started by: admin on June 26, 2008, 11:36:26 AM

Title: is there a way of having reminders of patient birthdays ?
Post by: admin on June 26, 2008, 11:36:26 AM
hi Heidi

kept looking into how it could be done from within crystalsolutions without any changes and the best way would be to use apple os x's address book with "i cal"

if u look up help within those programs, you'll see "birthdays"
and you can set up alerts/sounds with messages and even email reminders or script ' a happy birthday email to the patient.

this would require you copy pasting patients details from crystalsolutions into address book or better exporting from crystalsolutions. then importing into address book.

you could set it up so that with the alert message , crystalsolutions gets opened...

ideally on opening crystalsolutions, it would be great to see a birthday alert and ill keep you posted if i find an elegant way, but for now what i'd recommend is for those special patients, you use address book and i cal.

let me know how you get on
regards
jol