Follow Up Bubble

Follow Ups

Click "General Tab" > 

Click the "Follow Up" bubble > 

If you click on the different parts of the report, different screens will appear:When you click on the bubble, you will get a pop-up that shows patients that have a follow up created for them:

Patient Name - this will bring you into the patient demographics

Reason - this will create a contact for the patient

See the article How to Create a Contact, under patient demographic section to see what you can do in this screen
More Details - will pull you into your patient database - filter "Follow up flag = Yes"

To Change or Clear a Follow Up:

Click "Patients" >

Click "Edit or Pencil icon" > "Follow Up" > 

Select Follow Up Date > Select Follow Up Reason > Add any additional Follow Up Notes (Optional) >

Once you have applied changes to this area, the patient will fall out of the bubble on the "General Tab":