Sessions Health allows you setup reminders so you keep track of important events.

Client Events

From the home screen, client events can be viewed and added. The panel also indicates how many events are scheduled. Clicking on the link toggles the view so you can see all the events.


Add a new reminder

When you add a new reminder, you can select from several types. Getting reminded of a client birthday will automatically sync the birthday to the date on file for that client.

Client anniversary reminders are a great way to keep track of significant event sin a client's life such as the death of a loved one so that you aware of how those important dates might be affecting a client.


General Events

General events can be used to keep track of important dates for your your practice such as paying monthly or quarterly taxes and filing important paperwork like license renewal.