Following up with patients after visits

You can use the patient follow-up list to contact patients and follow up with them after their treatments.

Notes:

Appointments with the Needs Follow-Up option selected appear on the Needs Follow-Up tab of the Patient Follow-Up page until they are marked as having been followed up with from the Patient Follow-Up page.
The Complete (Last 7 Days) tab of the Patient Follow-Up page lists the appointments for patients who have been followed up with in the past seven days.

To follow up with patients

On the Schedule menu, select Patient Follow-Up.

The Patient Follow-Up page opens.
By default, the Needs Follow-Up tab displays appointments for the past 30 days. To change the date range, do the following:
1. Click (or tap) in the Period box.
2. Select Last 30 Days, Last 4 Months, or Custom Range (select a start and end date).
3. Click (or tap) Done.
On the Needs Follow-Up tab, as you go down the list of appointments, use the phone number displayed to contact each patient, and click (or tap) Complete next to each appointment that you are able to follow up with the patient about.

Notes:
- Appointments are grouped by date and then listed in chronological order, but you can sort the list by any of the column headers by clicking (or tapping) a header.
- On the View menu, you can choose to view appointments for specific providers.
- Clicking (or tapping) Complete moves the corresponding appointment to the Complete (Last 7 Days) tab if the date of that appointment is within the past seven days.

Tips:

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 an appointment (as long as its date is within the past seven days) back to the Needs Follow-Up tab, on the Complete (Last 7 Days) tab, click (or tap) Needs Follow-Up next to that appointment.