Follow-Ups

Why did a patient disappear from Follow-Ups?

A treatment usually leaves Follow-Ups because its follow-up was closed or moved, or the treatment reached an outcome that ends ordinary follow-up.

Common reasons: a Log Action closed the follow-up; a new follow-up was scheduled for a later date; Change date moved it; or the treatment was marked Booked, Completed or Declined, or moved to Long-Term Hold or No Further Follow-Up.

Good to know

If a later follow-up exists, use the calendar to find its date.
Archiving an old report doesn’t remove its active follow-ups from Follow-Ups.

How do I see follow-ups scheduled for another date?
Select a date on the calendar to see the follow-ups due on that day.
Where can I see everything that has happened with this treatment?
Open History for the treatment plan to see the activity recorded for it.
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.
What happens to the follow-up when treatment is Booked?
The active follow-up closes, and the treatment moves from the daily contact queue to Booked — Awaiting Completion.

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Good to know

Related articles

How do I see follow-ups scheduled for another date?

Where can I see everything that has happened with this treatment?

What happens when I select No Follow-Up?

What happens to the follow-up when treatment is Booked?

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