Tickler

The Tickler is a communication tool within QSIDental Web®. Similar to email, messages can be sent between employees about patients or items relating to the practice. Additionally, messages will be sent by the Task Scheduler to notify the user about key task related information.

To open the Tickler module, select Tickler from the Utilities menu or click the Messages icon on the toolbar.

Tickler messages are displayed and managed on this window.

Once opened, any received messages will be displayed with the most recently received messages at the top of the window. Brief details are displayed about the messages.

	Indicates the message has an attachment.
	Indicates the message was sent with a high priority
	Shows the message has been read (open envelope) or not (closed envelope)
	Select the message to perform tasks such as delete and mark unread
From	Describes the source of the message. Click this link to open the message
Subject	The subject of the message
Phone	The phone number of the sender
Post Date	The date and time the message was posted to the Tickler
Created Date	The date and time the message was composed.

There are four buttons at the top of the window used to manage the messages within the window.

Check New Msgs: Update the messages and refresh the window.
Compose: Create a new message.
Delete: Delete selected messages
Mark Unread: Change the status of a selected message that has already been read to unread.

Click a blue link under the From column to open the message.

Most Task Scheduler messages will contain attachments. Click the paper clip icon to open the attachment.

Compose a Tickler Message

To add a message, click the Compose button. The From field will be populated with the user name of the person who is currently signed-on. Complete the fields on the Add Tickler window.

Tickler

Select or enter the Post Date.
Click the User or All Users in selected Offices(s) radio button to choose the user(s) to receive the message. By default, the User radio button is selected.
If User is chosen, the Show users from all offices box displays. If unchecked, only the users from the Office displayed will appear; otherwise, users from all offices will appear. Select users from the list that should receive the message.
If All Users in selected Office(s) is chosen, all available offices will display.

user list

Click the box next to Send message to myself to receive a copy of the message.
Choose the Priority from the dropdown.
Enter the Subject, Message, and Phone information as desired.
Click the Send button when complete.