Delete a Follow Up

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• 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 ...

• View a Follow Up Task

  You can view all your location’s Follow Up tasks within the Practice Analytics module. 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 ...