You can use the Patient Follow-up List to contact patients and follow up with them after their treatments. Appointments with the Needs Follow-up option selected appear in the Needs Follow-up section of the Patient Follow-up page until they are marked as having been followed up with from the Patient Follow-up page. This page also lists the appointments for patients who have been followed up with in the past seven days.
To follow up with patients
How to get there
On the Schedule menu, click (or tap) Patient Follow-up.
The Patient Follow-up page opens.
On the Patient Follow-up page, under Needs Follow-up, as you go down the list of appointments, use the phone number displayed to contact each patient, and select the check boxes of the appointments for patients you are able to follow up with.
Note: The appointments are listed in chronological order, but you can sort the list by any of the column headers by clicking (or tapping) a header.
Click (or tap) Complete.
The selected appointments move from the Needs Follow-up section to the Complete (Last 7 days) section.
You can click (or tap) the time link of any appointment to go to that appointment on the schedule.
You can click (or tap) the patient name link of any appointment to go to the Overview page of that patient's record on the Patient tab.
If you need to move any appointments back to the Needs Follow-up section, under Complete (Last 7 days), select the check boxes that correspond to those appointments, and then click (or tap) Needs Follow-up.