Keep up with each and every patient outreach, so you and your team always know who to call, why, and when. With Analytics Follow Ups, you can save time by generating your list automatically each day with the immediate patients you need to focus on.
Follow Ups are like digital sticky notes that help your practice keep track of patient reminders. Create a follow up and set a due date. When you log into your Analytics dashboard, the follow up will be waiting, ready for you with all the information you need to know about the patient.
When you are ready to reach out to the patient, simply attempt the follow up and mark whether or not they were contacted. You can also leave notes, so your staff knows what happened on the call.
In this article, we'll show you how to:
Using Follow Ups in Analytics is the best way to improve production and increase appointments in your practice. Watch the short video below to get started:
Turn On Follow Ups
Enable automatic Follow Ups in Analytics so you can be reminded which patients you need to reach out to on a daily basis.
In order to turn on Follow Ups, you must be an admin user with the proper permissions set. Refer to an admin team member to enable these for you or work with them to complete these steps.
Create Follow Ups
Create Follow Ups in Bulk
You can use the Patient Finder tool to develop custom lists of patients and create Follow Ups in bulk! This will save you time and help you stay organized when reaching out to many patients.
Create an Individual Follow Up
If you only need to create a Follow Up for a single patient, you can quickly do so from the patient card.
Marking Follow Up Attempts
Log each Follow Up attempt to ensure that each patient is being reached out to and stay organized by keeping track of your previous conversations with the patient.
Did you know that you can also manage Follow Up tasks in the Morning Huddle? Just look for the Follow Up Tasks tile in the Today/Tomorrow view and click on it to open a list of outstanding Follow Ups and see who they're assigned to!
Reassign Follow Ups to Teammates
Need to assign a different team member to open Follow Ups? No problem! You can reassign Follow Ups in bulk or individually in the Open Follow Ups dashboard.
Track Performance
Now that you have been actively reaching out to patients and logging your attempts, view your performance to see how many patients you and your team got scheduled.
