Edit a Follow Up

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.

    • Related Articles

    • 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

      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 ...
    • 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 ...
    • How to Create or Edit Blockouts in the Adit Scheduler

      How to Create Blockouts in the Adit Scheduler Blockouts are used to mark unavailable time on the calendar, such as holidays, office closures, or staff PTO. With Adit’s Scheduler on the Home page, you can easily add blockouts directly to your ...