Skip to main content
Remind

Setting reminders to follow up with your patients

Ava avatar
Written by Ava
Updated over 3 years ago

Sometimes you may not want to follow up with a patient quite yet, but you will want to come back to it in the future:

Write a note for yourself about the patient - I'll email it to you at the right time, so you don't forget!

Click on a patient's name, and then choose "Remind":

When you choose a patient to put into “Remind” a new window will be brought up asking for more details (you can also put someone in follow up from their Messaging Modal, which will open this window as well):

Notes: Type out a note to yourself about the patient - I will email your reminder to you. These notes will only be seen by you.

Remind Date: Choose the day that you would like Ava to send you the reminder.

Follow Up: Choose the follow up bucket that you want Ava to place the patient in.

Who are you? Assign yourself or another team member to receive the reminder email.‍

On the date you selected, Ava will send a reminder with your notes to the assigned team member. You’ll be able to tell that a patient is in Remind follow up because their name will have an R beside it and be in a highlighted blue box.

Click HERE to watch a video on how to use Ava's Auto, Set, and Remind followups.

Did this answer your question?