Create a Follow Up Task
There are two places where you can easily create a Follow Up task: on the Follow Ups dashboard, or in a patient’s Patient Card.
From the Follow Ups dashboard:
1. Navigate to the Practice Analytics module.
2. In the top navigation menu, select 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 Create Follow Up button in the top right corner of the page.
From the Patient Card:
1. Open the desired patient’s Patient Card.
2. Scroll down to the Follow Ups section.
3. Click the + Add button.
The steps to create the Follow Up task are the same from this point:
4. Fill in the form fields:
a. Patient Name - Start typing the patient’s name, then select the correct patient from the suggestion list.
b. Follow Up Type - Choose from the available options:
Unconfirmed Appt
Incomplete Form
Hygiene Recare
Unscheduled Broken Appt
Unscheduled Treatment
Past Due Balance
Past Due Claims
Post-Op
Other
c. Assign to - Select a user from the drop-down menu.
d. Choose a follow up date - Type in the date this task is due, or click the calendar icon to select a date
e. Leave a note - Use this field to include any relevant information or notes that you will need when attempting this follow-up.
5. Click Save.
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