How do I arrange a follow up?

Modified on Fri, 11 Jul at 12:36 PM

To schedule future appointments for follow-up with patients, launch our template Follow Up. It's available on the template sidebars here ...

and if you are going to use it frequently we recommend adding it to your toolbar.

We have split this information across 5 videos here ...

Part 1: Introduction and Future Follow Up

This introduces the Follow Up template, and explains how to arrange future follow-up for a patient. It will be particularly useful for clinicians.

Part 2: Appointment Needed Now

This is a quick look at how to arrange follow-up for a patient now, and will be useful for clinicians but also staff who are processing hospital correspondence.

Part 3: Prompts Within the Consultation

This looks at what happens when a patient attends for an appointment, and will be useful for clinicians.

Part 4: Booking a Follow Up Appointment

This is a look at arranging follow-up, and will be useful for staff who are booking patients in for appointments.

Part 5: Sending Invites

This looks at how to use our reports to invite patients in for their follow-up. This will be useful for staff who are running invite reports in the practice.