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) >