All Collections
Dental Intelligence Analytics
Follow Up Tasks
Follow Up Tasks: Create Bulk Follow Up Tasks from a Patient Finder List
Follow Up Tasks: Create Bulk Follow Up Tasks from a Patient Finder List

Create bulk Follow Up Tasks from a Patient Finder list created in your Analytics module

Grace Richards avatar
Written by Grace Richards
Updated this week

The Patient Finder is a powerful tool that can help you find which patients you need to follow-up with. Mass creating Follow Up Tasks from a Patient Finder list can help you reach out to the perfect patients to fill your schedule!


Create Bulk Follow Up Tasks from a Patient Finder List

  1. Click on the Patient Finder dashboard in the left side menu of Analytics

  2. Click to open the desired list or create a new list from scratch

  3. Select all patients on the list by clicking the checkbox at the top of the list or choose just a few by selecting checkboxes next to individual names

  4. Click on the Actions button in the upper right corner

  5. Click the Add Follow Up option

  6. From there select the Follow Up Task Type from the drop down menu

  7. Then select Unassigned or choose a Specific Provider to select a team member to assign it to

  8. Click Save in the bottom right corner to complete

Note: If a patient on this list already has an open Follow Up Task of any type, it will not generate a new task of that same type. The number of patients on the list will likely be greater than the number of patients on the Follow Up Tasks because of this.


Review Open Follow Up Tasks in the Patient Card

To check and see if a patient has an open Follow Up Task, 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 Up Tasks.
โ€‹

Review the Open Follow Up Task List

You can access the Open Follow Up Tasks list by clicking on the bell icon in the upper right corner of Analytics. You may need to adjust the date range, as it defaults to only show Follow Up Tasks that are due today. You can also choose to filter the list by Follow Up Task type and assignee.

Click here to learn more about tracking open Follow Up Tasks.

Did this answer your question?