Staying organized when contacting patients helps to better the patient experience but also simplifies your daily tasks and outreach to patients.
Before we get started, let's check out this short video:
How to Attempt a Follow Up Task
To view open Follow Up Tasks, click the bell icon in the upper right corner
Click on the calendar button to adjust the date range. This list shows patients that have existing Follow Up Tasks
Click on the patient's name to open their patient card
Or, search for patients in the top right search bar
Access Follow Up Tasks on the Tasks tab of the patient card, then click the checkmark button to record attempts or complete the task
Next, select the option that fits your attempt effort most
If your attempt was successful and you contacted the patient and were able to complete the outstanding task, the task will be marked as completed
If you were able to contact the patient but the task was not able to be completed for some reason, reschedule the follow up due date, assign the rescheduled task to a team member, and leave any relevant notes. Click Reschedule when finished
If you were not able to contact the patient, reschedule the follow up due date, assign the rescheduled task to a team member, and leave any relevant notes. Click Reschedule when finished
How to Reassign Open Follow Up Tasks
To assign a different team member to existing Follow Ups Tasks:
Click the bell icon in the upper right corner to access the open Follow Up Tasks dashboard
Select one or multiple tasks by clicking the checkbox next to the patient's name
Click on the Assign button
Select a team member from the users in your Analytics dashboard to reassign the task(s) to them
View a full history of follow up tasks interactions in the Activity tab of the patient card so you can keep track of who did what and when!
Reassign a Single Follow Up Task from the Patient Card
Access the patient card by clicking into the patient's name
Make sure you are on the Tasks tab
Click the Assigned drop down and choose the new assignee from the list
