See what needs attention
Open Follow-ups to review overdue work, items due today and upcoming tasks. Check the patient, due date and reason before acting.
Tasks can relate to a return visit, a report or another action recorded by your clinic.
Record what happened
Select Record outcome, choose the result and add a useful note. Record an unsuccessful contact attempt honestly rather than treating it as completed contact.
Use the task’s scheduling or completion actions to reflect the actual next step.
Understand reminders
Email reminders depend on a patient email address, recorded agreement and the configured delivery service. Creating a task does not prove an email was delivered.
If a patient withdraws agreement, update it in the patient record.