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. You will get this page to enter the details for the followup.



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".

5.  Now when you go the Home Page, Follow up Tab you will have a tab with the category you just created.  The number icon indicates how many patients you have that follow up list.



How to Add a Follow Up

1. Go to Settings, Followups, select “+Add Follow Up” button located in the top right corner of the page.



You will get this page.


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 searchable under the practitioner name.

9. 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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