Ticklers are assigned tasks that are to be completed by a specific due date. When a tickler becomes overdue, it is highlighted in red above your schedule.

Where to Find Ticklers?

There are three main places you can access Ticklers:

1. In the Schedule Dashboard Menu → click on ' Tickler’ 

2. In a patient’s 'eChart' → Scroll down to the ‘TICKLER’ section on the right side of the display and click '+';

3. In a patient’s ‘Master Record’ → Scroll down to the ‘Tickler’ option on the left side of the display;

How to Create a New Tickler

• Open up Ticklers by one of the methods mentioned above;
• Search and select a ‘Demographic’ to tag to the tickler;
• Give the tickler a due date;
• Select a ‘Priority’;
• Choose a ‘Provider’ to send the tickler to;
• Write your ‘Reminder Message’. You can also choose a reminder message from the suggested text drop-down menu.
• Hit ‘Create Tickler’ when you are ready;

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

Active, Completed and Deleted Ticklers

When you open 'Ticklers' from your Schedule Dashboard, you can see

• ‘Active Ticklers’ that were sent to you. 
• ‘Completed Ticklers’: Ticklers that were sent to you, upon which you took action;
• ‘Deleted Ticklers’: Ticklers that were completed and archived;

How to Create a Tickler Report

You can filter the Ticklers listed based on ‘MRP’, ‘Creator’, ‘Assignee’ and ‘Assigned to’.

• Open up Ticklers by one of the methods mentioned above;
• Select the 'Begin' and 'End' Date;
• Select the 'MRP', 'Creator', 'Assignee', 'Assigned to';
• Hit 'Create Report' when you are ready;
• You will then have a filtered Ticklers report based on your selection.

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