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!
To mass create Follow Ups from a Patient Finder List, first click on and open the list.
In the upper right hand corner click Actions.
From there select the Follow Up Type from the drop down menu. Then either select Unassigned or Specific Providers to select a team member to assign it to. Then click Save in the bottom right corner.
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.
To check and see if a patient already has a Follow Up you can click on the Open Follow Ups. You may need to adjust the date range, as it defaults to only show Follow Ups due today.
You can also see a patient’s Follow Ups on their patient card under Tasks