Ticklers are assigned tasks with specific due dates. When a tickler becomes overdue, it appears highlighted in red above your schedule, making it easy to spot tasks that need immediate attention.

Accessing Ticklers

You can access Ticklers from three different locations in the system:

Method 1: Schedule Dashboard

• Navigate to the Schedule Dashboard Menu
• Click on Tickler at the top

Method 2: Patient eChart

• Open a patient's eChart
• Scroll down to the TICKLER section on the right side
• Click the + button

Method 3: Patient Master Record

• Open a patient's Master Record
• Select the Tickler option from the left side menu

Creating a New Tickler

Step 1: Open the Tickler Creation Form

Open Ticklers using any of the three methods above, then select Create Tickler.

Step 2: Select the Patient

Search and select a Demographic to add to the tickler.

💡The demographic should be auto-populated if you're opening from the Master Record or eChart💡  

Step 3: Set the Due Date

Enter the due date manually or use the calendar icon. You can also use the quick selector buttons below the date field (2 weeks, 1 month, 3 months, 6 months, 1 year) 

Step 4: Choose Priority Level

Select a priority level for the tickler (Normal, High, Low)


 

Configure Recurrence (Optional)

If the tickler should repeat on a set schedule:

• Click on "Does not repeat" text
• Change to Custom
• Enter your custom recurrence settings in the window that appears
• Click Done to save

Step 5: Assign the Tickler

Choose a Provider from the "Assign to" dropdown menu.

Setting a Default Assignment (Optional)

• Click the gear icon ⚙️ to the right of "Assign to"
• Select a role type or provider name from the dropdown
• Click Save to set as default for all future ticklers

Step 6: Write the Reminder Message

Enter your reminder message in the text field. You can also select a pre-written message from the Suggested Text dropdown menu.


 

Managing Suggested Text (Optional)

• Click the gear icon ⚙️ to the right of the Suggested Text dropdown
• Edit ✏️ or Delete 🗑 existing suggested texts
• Select Create New to add templates

Step 7: Create the Tickler

Click Create to finalize and save your tickler.

💡 To add the tickler to the demographic’s eChart, tick the ‘Add Tickler to eChart’ box.💡

Managing Active, Completed, and Deleted Ticklers

When you access Ticklers from your Schedule Dashboard, you'll find a dropdown menu in the top-left corner where you can view:

• Active – Ticklers currently assigned to you that require action
• Completed – Ticklers you've already addressed and resolved
• Deleted – Ticklers that have been completed and archived

Creating a Custom Tickler Report

You can generate filtered reports by sorting ticklers based on assigned provider, role, due date, creator, and priority level.

To create a custom report:

• Open Ticklers using any of the methods described above
• Set your desired date range by either selecting a fixed timeframe or choosing dates from the calendar.
• Click Apply when finished
• Select your filtering criteria: Assigned Provider or Role, Creator, and Priority
• Your filtered tickler report will display and update automatically based on your selections

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