The Follow Up action in CareCru is an effective tool to create a To-Do list for yourself and others in the practice. They allow you to set a follow up reminder for a specific patient to track time sensitive tasks such as:
Following up on a Treatment Plan
Collection of a payment
Scheduling appointments
and more!
A Follow Up can be created using the Actions menu, which is conveniently located throughout the CareCru platform. You can find the Actions menu in the following areas:
From Patient Management, on the Patient Info view
Directly on the Patient Profile section
From Chat, by clicking on the patient's name
Add a Follow Up from Patient Management
Add a Follow Up from the Patient Profile
Add a Follow Up in Chat
How to Add a Follow Up
Click on the Actions menu as shown in the above screenshots
Select Add Follow Up from the drop-down list
Enter a Due Date to be reminded of the Follow Ip on that day
Select a Reason for the Follow Up from the dropdown list
Select Assigned to (by default it will be assigned to you)
Add a Note in the box with any additional notes required
Click Add
How to Edit a Follow Up
Navigate to the Patients Profile where the Follow Up was created
Under Timeline & Activities, navigate to the Follow Up note and click on the bolded header of the Follow Up
Edit any of the fields the fields entered prior:
- Due date
- Reason
- Assigned to
- Notes
- Change the Task Completed toggle to ON
Click Update to save your changes
How to Delete a Follow Up
Navigate to the Patients Profile where the Follow Up was created
Under Timeline & Activities, navigate to the Follow Up note and hover over the bolded header of the Follow Up and note the garbage bin icon appear
Confirm deletion through pop-up window
Note: CareCru recommends deleting Follow Ups that are added by mistake only.
If completed, mark it as Completed to log your work.
Can' find a Follow Up?
Use the Filter Icon on the Patients Profile to filter the Timeline & Activities section.
For steps on how to manage your outstanding Follow Up's, please click here.