Automate Follow Up Tasks

Automate Follow Up Tasks

You can customize and automate your Follow Up tasks to help ensure your team is focusing on the most important tasks and not duplicating work that is already done.

 

You can automate the creation of Follow Up tasks based on appointments, such as:

·       A Follow Up task to make sure a new patient has filled out their forms the day before their visit.

·       A Follow Up task to schedule any outstanding treatment or broken appointments.

·       A Follow Up task to collect an outstanding balance one month after an appointment.

 

You can also automate the completion of Follow Up tasks based on other activity, including:

·       Completing a Follow Up to schedule an appointment when the patient schedules on their own.

·       Completing a Follow Up to check on a patient’s forms once the patient submits the form.

·       Completing a Follow Up to collect a payment when the patient pays on their own.

 

To set up your automatic Follow Ups:

1.     Navigate to the Practice Analytics module. 

2.     In the top navigation menu, select Preferences, then Follow Ups.  If you don’t see this option in the menu, click the three dots  to view the rest of the menu options.

3.     Click the Set Up button for the automation you would like to enable.

4.     Follow the prompt to determine the timing and thresholds that will trigger the automation.

5.     Click the Next button.

6.     Select the Team Member to whom the Follow Up task will be assigned. It will always be the same person until you edit this setting in the future.

7.     Click the Save button.

 

To toggle automatic Follow Ups on or off:

1.     Navigate to the Practice Analytics module. 

2.     In the top navigation menu, select Preferences, then Follow Ups.  If you don’t see this option in the menu, click the three dots  to view the rest of the menu options.

3.     Locate the automation you would like to change.

4.     Click the toggle switch to turn the automation on or off.
Orange with the button to the right is on.
Grey with the button to the left is off.


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