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.
1. Locate the Follow Up task in the Follow Ups dashboard or the Patient Card. 2. Click the Edit icon. 3. Click Delete Follow Up at the bottom of the form to delete the task.
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 ...
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 ...
You can edit your practice information through your settings within the Adit App. This is useful to keep information and access on the account up to date. These settings can only be edited by a user with Manager or Owner level access. 1. Go to ...