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.
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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.Delete a Follow Up
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.Automate Follow Up Tasks
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