In order to make your life easier and more efficient, you now have the ability to add multiple patients to a follow up sequence at once.

You can still add them individually and in some cases you still will. However, there are some situations where you'll be so happy that you can just choose everyone on the list who needs to be in the same follow up type and get it done with one aciton.

From the Automations page, if you click "More" at the bottom of any Team Decision bucket or "See all #" at the bottom of Ava's Patients buckets, it will expand the list so you can view everyone.

You can select multiple patients by clicking the circle next to each name (or select all):

Then, click on the drop-down menu that has the number of selected patients to see the action items that are available:

Then select the follow up type you would like to put the selected patients into:

This will open the follow up info. Remember that whatever notes, sequence, setting, or options you choose will be applied to everyone:

Once you click "Submit", the patients will be added to the bucket on the bottom row (Ava's Patients)!

That's it! Your welcome, I just saved you 10 minutes 😉