Contacting Patients & Log Action

What happens when I select No Follow-Up?

No Follow-Up records the action without scheduling another follow-up. If the treatment already had an active follow-up, saving the action closes that follow-up and does not replace it.

After saving, the treatment plan has no active follow-up unless one is scheduled later.

Good to know

No Follow-Up isn’t the same as No Further Follow-Up. It doesn’t close the treatment, and it doesn’t move it to Long-Term Hold.
It doesn’t mean the patient declined. To record that, set the Treatment Outcome to Declined.
If the treatment is still unresolved, it still needs a clear next step or destination.

What does No Further Follow-Up mean?
No Further Follow-Up means the practice has decided not to keep pursuing the treatment, so no further contact is planned.
What is Long-Term Hold?
Long-Term Hold is for treatment that has been deliberately paused — not actively pursued, but not closed.
How do I schedule a follow-up while logging an action?
With the Treatment Outcome set to Not Booked, choose when the next follow-up should be, then save the action.
What does “Needs a destination” mean?
It means the treatment plan doesn’t yet have a clear next step or outcome.

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Good to know

Related articles

What does No Further Follow-Up mean?

What is Long-Term Hold?

How do I schedule a follow-up while logging an action?

What does “Needs a destination” mean?

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