Follow-Ups

Can multiple team members work from the same Follow-Ups queue?

Yes. Everyone in the practice works from the same Follow-Ups queue.

Each action is recorded under the staff member who is signed in.

Good to know

There’s no way to claim or lock a follow-up, so coordinate as a team to avoid two people contacting the same patient at the same time.

Are follow-ups assigned to individual staff members?
No. Follow-Ups is a shared team queue.
What should I do on the Follow-Ups page each day?
Work through Overdue first, then today’s follow-ups, recording each contact as you go.
What is the Follow-Ups page?
Follow-Ups is your team’s daily contact workspace. It shows what’s overdue and what’s due today, across all your reports.
What does Overdue mean?
Overdue means a follow-up’s scheduled date has passed and the follow-up is still active.

Still stuck?

Tell us what you were trying to do, and where it went wrong.

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