Above discussion is to a great interest to me. I am relatively new to AC and using it since June 2009.
In the previous Version 4, I was placing a note in 'Addendum' section of the chart - for example 'Colonoscopy due 08-2015'. Then in the first week of the month, we run the Search Feature for the item '08-2015' and it will pull up all the patients with pharase '08-2015'. We print out the list and then send a templated letter to the patient for the reminder.
Sadly enough, with newer version 5, Search can not be performed in 'Addendum' section. This is severely compromising our ability to look for who is due now. I am also looking for help in this regard, how to retrieve that info.
Thanks
