Customizing Your Follow Up Reasons

To customize your follow up reasons, please follow these steps: 

  • Patient 
  • Edit pencil 
  • Actions
  • Manage Substatus

Inside the "Custom" Tab: 

  • Pink - You can add a Sub Status
  • Green - You can mark the subs status Active or Inactive
  • Purple - If marked inactive, the inactive date will appear in this column
  • Yellow - This is the name of the Sub Status 

Inside the "System-Wide" tab: 

  • All Status codes on the left side of the column will appear on the list 
  • All status codes moved to the right column will be excluded. 

If you move any status codes from either column, select save.

If you have any additional questions, please contact Support@Heno.io