Delete a Follow Up

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• Create Follow Ups from the Patient Card

  The patient card makes it easy to manage a patient’s details all in one place. Here is how to create a follow up from the patient card: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any ...

• Reassign a Follow Up

  1. Locate the Follow Up task in the Follow Ups dashboard or the Patient Card. 2. Click the Edit icon. 3. Update the Assign to field. 4. Click the Save button.

• Edit a Follow Up

  1. Locate the Follow Up task in the Follow Ups dashboard or the Patient Card. 2. Click the Edit icon. 3. Update the fields as needed. 4. Click Save to save your changes or Cancel to discard your changes.

• 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 ...

• Attempt a Follow Up

  We call every try to handle a Follow Up task an Attempt. Each Attempt is recorded with its result (successful or not) so that there is a clear record of your team’s efforts to complete a particular task, such as collecting a payment or scheduling an ...