Follow-ups Dashboard
The follow-ups module dashboard allows you to view, organize, and manage follow-ups for your patients.
To access it, click on the "Follow-ups" tab, then select "Dashboard" to be redirected to the appropriate page.
The follow-ups dashboard includes five main tabs:
Planned: List of follow-ups planned for a future date.
Unanswered: List of follow-ups sent to patients but not yet answered.
Assisted: List of patients who require assistance to complete the follow-up.
Dashboard: Main page displaying answered follow-ups by status (To be analyzed, In progress, or Done).
Archived: List of completed, cancelled, or expired follow-ups.
"Planned" Section
The "Planned" section includes all follow-ups that are scheduled, but whose programmed date has not yet been reached.
Assisted follow-ups — those requiring a phone call — are identified by the phone icon 
to the left of the patient's name.
Follow-ups are automatically sorted to display first those with the nearest scheduled date. You can change the order by clicking the small arrows in the column headers 
.
Recurring follow-ups are identified by a circular arrow icon
, indicating that the follow-up repeats automatically.
Available actions in the "Planned" section
In this section, you can manage your planned follow-ups using several options, each with a specific purpose:
Edit
Adjusts the follow-up settings such as method, timing, recurrence, customization, or additional information to better fit the patient’s situation.
Send now
Sends the questionnaire immediately, without waiting for the scheduled date.
Trash bin (Cancel follow-up)
Cancels the follow-up, disables recurrence if applicable, and moves it to the "Archive" section.
"Unanswered" Section
The "Unanswered" section displays follow-ups awaiting a patient response.
By default, follow-ups are sorted by:
Last sent date, and then
Next scheduled reminder.
You can change the display order by clicking the arrows in the column headers.
Hovering over the clock icon 
shows the initial send date and the number of reminders sent to date.
Follow-up expiration
Unanswered follow-ups automatically expire 30 days after the last send to the patient.
They are then labeled "Expired" 
and moved to the "Archived" section.
Available actions in the "Unanswered" section
Send reminder
Allows you to follow up with the patient in different ways:Send now: Send a reminder immediately.
Plan reminder or Modify planned reminder: Plan or modify a reminder.
Choose a specific date, or
Set a delay in days before sending.
Scheduled reminders can be modified or canceled at any time.
After sending a reminder, the clock icon automatically updates to reflect the reminder history.
Fill questionnaire
Opens the follow-up questionnaire in a new tab for completion with the patient.
Trash bin (Cancel follow-up)
Cancels the follow-up and moves it to the "Archived" section. Once canceled, the patient will no longer be able to respond, even if they still have the link.
🚨 Automatic reminder
A reminder is automatically sent 24 hours after the initial message if no response is received.
"Assisted" Section
The "Assisted" section includes follow-ups that must be completed by phone or in person.
For this type of follow-up, no SMS or email is sent to the patient: the follow-up is carried out directly by a team member.
Follow-ups are sorted by the scheduled date by default. You can change the display order by clicking the arrows .
Available actions in the "Assisted" section
Start follow-up
Opens the questionnaire in a new tab for completion with the patient during the interaction.Postpone
Reschedules a follow-up without deleting it. Once postponed, it is moved to the Planned section.Trash bin (Cancel follow-up)
Cancels the follow-up and moves it to the "Archived" section.
💡 Internal notes 
Internal notes allow you to manually record calls, interactions, or remarks. Click on the pencil icon to edit them.
Postponed follow-ups
When a postponed follow-up returns to the "Assisted" section, the clock icon
appears and allows you to view:
The original follow-up date, and
The number of times it has been postponed.
"Dashboard" section
The main dashboard is organized into three columns: "To be analyzed", "In progress" and "Done".
Each column represents a key step in the follow-up analysis process.
Columns | Description |
"To be analyzed" | Groups all follow-ups completed by patients and awaiting professional review. To start the analysis, simply click on the follow-up or drag the card to the "In progress" column. The follow-up will open automatically and be assigned to the professional who begins the analysis. |
"In progress" | Displays follow-ups currently being analyzed but not yet completed. This section makes it easy to resume an ongoing evaluation. |
"Done" | Contains follow-ups whose analysis is completed. These are automatically moved to the Archive at midnight. |
Follow-up preview
Each follow-up card displays:
Follow-up reason |  |
Presence of warning signs |  |
Date and time the questionnaire was completed |  |
Patient name |
|
Assigned team member (if applicable) |  |
View the dashboard
View the dashboard
Follow-up Details View
When opening a follow-up, several sections are available:
Follow-up information
This section presents the details of the follow-up, including the type, delivery method, specifications and any other relevant configuration settings.
Personal information
Here you will find the patient's personal information, along with direct access to their Empego profile by selecting "See patient's profile", allowing you to consult their history or other associated follow-ups.
Questionnaire responses
Here you can view all the answers provided by the patient:
Hovering over the icon
allows you to see the exact question as it was asked.Answers associated with a warning sign appear in red. You can hover over the red flag icon
for additional details, when available.If a question has no answer, the possible response options are displayed — you can then complete the answer with the patient if needed.
Information to communicate to the patient
You can send a message to the patient at the end of your analysis:
Select a predefined message or write your own (maximum 150 characters).
Send via SMS or email by clicking "Send to the patient."
Sent messages display a timestamp.
💡The patient cannot reply to this message. This is not a two-way chat.
Interventions, treatments and tips
Based on the purpose of the follow-up and the patient's responses, interventions or recommendations may be suggested.
Select the relevant items for your analysis or add new ones using the button
.This section helps you document your clinical decisions or the advice you provide to the patient.
💡 Billable services
Billable services are found in the "Interventions" section. All billing DINs are automatically associated with the corresponding services. This simplifies the entry and management of interventions for billing purposes.
💡 Edit an item
Use the pencil icon 
to modify responses, treatments, or recommendations.
Follow-up notes
A text field is available to document notes or observations and ensure team communication.
Available actions after follow-up analysis
Once the follow-up analysis is completed with the patient, several actions are available from the follow-up card:
Send to the patient
Allows you to send a summary of the follow-up (selected sections) by SMS or email, including personalized recommendations.Print
Two options are available:Print follow-up: generates a summary to give to the patient or keep in the file.
Print a prescription: generates a prescription for the pharmacy team.
Copy
Allows you to copy the content of the follow-up (selected sections) to paste into another system or patient record.Duplicate
Creates a new follow-up for the same patient, making it easy to schedule a subsequent follow-up.
Once the follow-up is completed, it can be dragged into the "Done" column.
If the card is open, clicking "Close and finish" will automatically update the status and move the follow-up to the appropriate column.
Follow-up assignment
Follow-ups can be reassigned at any time to distribute workload effectively. Whether the follow-up is in Planned, Unanswered, Assisted or directly in the dashboard, you can adjust its assignment.
You can assign one or multiple team members to the same follow-up.
Assignment filter 
A filter at the top of the dashboard allows you to display follow-ups assigned to specific individuals or groups.
If no filter is applied, the user will see all follow-ups, whether assigned or not.
🔗 To learn more about task assignment, please refer to Guide - User Assignation.
"Archived" section
The "Archive" section of the dashboard contains all follow-ups completed within your organization.
All follow-ups placed in the "Done" column of the main dashboard are automatically transferred to the archives at midnight.
Canceled and expired follow-ups are also stored there.
Actions available in the "Archive" section
Search
Search by follow-up reason, patient name, or phone number, and filter by date range.Review the follow-up
By clicking on the follow-up, you can access all information, including the patient's responses, interventions, and team notes.In this same window, you also have access to the following functions: "Send to the patient," "Print," "Copy," and "Duplicate."