Patient Follow-ups

Mary Jane -

The Follow-up section must be enabled in order for you to see the tab on your dashboard. Go to Settings>General>System>Modules>Follow-Up Calls then "Save".

Create your own Follow-up Categories

1. Go to Settings>Follow-Up Categories>New Category.

2. Enter the name of the category.

3. Days In The Future: This field sets the default number of days in the future to set the follow-up action. You can always override this at the time of creation.

4. Select a Color and "Save".

How to Add a Follow Up

1. Select “+Add Follow Up”.

2. Patient: Enter patient’s name.

3. Schedule For: Select a practitioner from the drop-down menu.

4. Category: Select a category from the drop-down menu.

5. Select a time and date.

6. Memo: Type a note concerning the follow up then "Save".

7. You’ll see a prompt advising you the follow up has been created.

8. The follow-up will be logged in the Patient’s profile under the “Correspondence” tab under Follow-Up, Calls and To Do's.


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