The Patient Finder is a powerful tool that can help you find which patients you need to follow-up with. Mass creating follow-ups from a Patient Finder list can help you reach out to the perfect patients to fill your schedule!
How to Create Bulk Follow Ups from a Patient Finder List
First click on and open the desired Patient Finder List
Select all or some of the patients you would like to mass create Follow Ups for by clicking the Top Left Check Box or the Individual Check Boxes next to the patient names
In the upper right hand corner click Actions
Click the Add Follow Up option
From there select the Follow Up Type from the drop down menu
Then select Unassigned or choose a Specific Provider to select a team member to assign it to
Click Save in the bottom right corner to complete
Note: If a patient on this list already has a Follow Up of a type, it will not generate a new one of that same type. The number of patients on the list will likely be greater than the number of patients on the Follow Ups because of this.
Review Open Follow Ups in the Patient Card
To check and see if a patient already has a Follow Up, you can open their Patient Card from anywhere in Analytics by clicking on the patient name or searching for them in the top right hand search bar. The Tasks tab of the patient card will show any open Follow Ups.
Review the Open Follow Ups List
You can access the Open Follow Ups list by clicking on the bell icon in the upper right corner of Analytics. You may need to adjust the date range of the Follow Ups list, as it defaults to only show Follow Ups that are due today. You can also choose to filter the list by Follow Up type and assignee.
