Follow Up Status

Within the system, you can track a patient’s Follow-Up Status to easily identify whether a patient still requires follow-up or if the necessary action has already been completed. Follow-Up Statuses help staff monitor patient communication, outstanding tasks, and case progress, ensuring that no important steps are missed. By updating the follow-up status within a patient’s case, your team can quickly see where the patient stands in the workflow and determine whether additional outreach, documentation, or scheduling is needed. 

Where to Go

To create new Follow Up Statuses, you will need to:

1. Navigate to Documentation --> Lists --> Follow Up Status.

2. Press the Create button.

3. Enter the new status option.

4. Press the Save button.

How to Apply to the Patient's Case

Once you have created your new Follow Up Status options, you can set them within the patients case.  To do this, navigate to the patient's case file and select the Auth tab.  At the bottom of the page, you will see the Follow Up box.  Here, you can apply your newly created statuses, assign a Follow-Up date, and enter a note if necessary.

Follow Up Report

To see a list of all Follow Up statuses for patients,  you will need to:

1. Navigate to Reports --> General --> Case List.

2. Select your Referral Date range.

**By checking off All Dates, all patients in the system will be listed within the report.

3. Check off the Show Details checkbox.

4. Press Get Results.

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