With automatic Follow Ups, Analytics can both create and close Follow Ups automatically.
In order to use this feature, you must first make sure that automatic Follow Ups have been activated. Click here to learn more about turning on Follow Ups.
Access Settings by clicking on the gear icon in the upper right corner
Select the Follow Ups option on the left side of the page and then open the Auto Follow Up Settings
Select the follow up type you want to activate auto follow-ups for
Ensure that the switch at the top of the slide out is activated (the switch will be green when it is enabled)
What follow ups will be automatically closed?
We will close these Follow Ups types, no matter how they were created (automatically/manually):
Broken Appointments
Appt Confirmations
Hygiene Recare
We do not close these types Follow Ups automatically unless they were created automatically:
Unscheduled TX
Past Due AR
Past Due Claims
If an Unscheduled Tx, Past Due AR, or Past Due Claims follow up is created manually it can ONLY be closed manually.
If a follow up is created for one of those 3 automatically, it can be closed either manually or automatically.
When will follow ups be automatically closed?
Follow ups will be closed automatically during the nightly sync with your practice management system on the night that the requirements to close are met.
The requirements to close the follow-up are inverse of the requirement to automatically create them:
Broken Appointments will be closed if any appointment get's scheduled for the patient, regardless if it has the same codes as the appointment that was broken.
Appt Confirmations will be closed once the appointment has been completed.
Hygiene Recare will be closed once the patient is scheduled for a hygiene visit.
Unscheduled TX will only be closed if the future appointment is not hygiene. Click here to learn more about Unscheduled TX Follow Ups. Follow Ups only consider the patient as seen at the office based on the "Visit" logic. Click here to learn more about the differences between seen and visit metrics. This logic ONLY affects Unscheduled Treatment Follow Ups, since they are the only type that is based on when the patient had an appointment.
Past Due AR will be closed once the patient's balance has been collected and recorded in their ledger.
Past Due Claims will be closed once the insurance claim has been closed out in the practice management system.
Post Op and Other will not automatically be deleted.