View a Follow Up Task
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 view the rest of the menu options.
3. The Assigned to and Search fields allow you to filter the Follow Ups list for easier viewing. Try filtering for tasks assigned to yourself, or searching for a particular patient by name.
4. The Date Range filter at the top right corner of the page will filter the list by task due date. Click the filter and choose your desired range, then click Apply.
You can also view the Follow Ups relevant to a particular patient on their Patient Card throughout the Adit platform, including using the Patient Search field at the top of every Adit screen.
Related Articles
Create a Follow Up Task
There are two places where you can easily create a Follow Up task: on the Follow Ups dashboard, or in a patient’s Patient Card. From the Follow Ups dashboard: 1. Navigate to the Practice Analytics module. 2. In the top navigation menu, select Follow ...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 ...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.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.