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 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.

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