Contacting Patients & Log Action

How do I choose my own follow-up date?

Select Choose date, pick a date on or after the action’s Date, then save the action.

How it works

Select Choose date.
Pick a date on or after the Date entered in Log Action.
Select Record Action.

Good to know

A date needs to be picked before the action can be saved with Choose date.

How do I schedule a follow-up while logging an action?
With the Treatment Outcome set to Not Booked, choose when the next follow-up should be, then save the action.
What do the 1 week, 2 week and 4 week buttons do?
They set the follow-up 7, 14 or 28 calendar days after the Date entered in Log Action.
What happens when I select No Follow-Up?
No Follow-Up records the action without scheduling another follow-up. If the treatment already had an active follow-up, saving the action closes that follow-up and does not replace it.
What does Log Action do?
Log Action records a contact with a patient about a treatment plan, and what should happen next.

Still stuck?

Tell us what you were trying to do, and where it went wrong.

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