Staying organized when contacting patients helps to better the patient experience but also simplifies your daily tasks and outreach to patients. Watch the video below to organize your Follow Up process:


How to Attempt a Follow Up

Step by Step Instructions:

  1. Access the Patient's Card (Profile), you can do this by navigating to the Open Follow Ups feature to view the list of patients that have existing Follow Ups

  2. Click on the Patient's name you wish to follow up with.

  3. Or search for patients in the top right Search Bar

  4. Access the Follow Up on the Tasks tab of the patient card, then click the Check Mark button to record attempts or complete the Follow Up

  5. At this point, you simply follow the process to record what happened on your phone call with the patient. Depending on what you select as you move through the process, you'll either be prompted to reschedule the Follow Up for another day to remind you to call them again in the future or you will record who you scheduled and for what.

    It is so easy!


For more information regarding the Follow Ups, refer to the following article:

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