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!


How to Reassign Open Follow Ups

Step by Step Instructions:

Need to assign a different team member to existing follow ups? No problem, follow the steps below 👍

  1. Access the Open Follow Ups dashboard

  2. Select one or multiple follow ups by clicking the check box next to the patients name

  3. Click on the Assign drop down menu

  4. This will allow you to select a team member from the users in your Dental Intel dashboard to assign the follow ups to

  5. You will be able to view a full history of follow up interaction in the Activity tab of the patient card so you can keep track of who did what & when!


How to Reassign a Single Follow Up from the Patient Card

Step by Step Instructions:

  1. Access the patient card by clicking into the patient's name

  2. Make sure you are on the Tasks tab

  3. Click the Assigned drop down and choose the new assignee from the list


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

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