You can log your daily work in the form of notes, follow-ups, and recalls on each patient's profile page.
To take any of the above-mentioned actions -
Navigate to the patient's Profile and Click the ACTIONS button
Select Notes/ Follow Up/ Log a Recall to log your work
Input the details and Click ADD
You will immediately see the details appear in the Patient's Timeline & Activities section.
If you add a due date to the follow-up you can obtain your list in the Patient Management section. (Note: For a more specific guide on how Follow-Ups work, please see https://intercom.help/carecru/en/articles/3247448-how-to-add-follow-up-notes-to-a-patient-s-profile)