To attempt a Follow Up:

1. Find a patient and load their patient card.
2. Once the card is open, if they have a Follow Up, it will appear under Tasks as shown below.
3. To attempt a Follow Up, Click the checkmark indicated in the image.

4. Another page will appear that will ask about the outcome of the Follow Up. Select your response.

If the patient was contacted and scheduled, the Follow Up will close.
If the patient was contacted and did not schedule OR if the decision maker was not reached, a future Follow up can be created.

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