Notes, Follow-ups, and Logging Recalls for patients

 

In this article, you will get an overview of the various types of activity that can be made on patient's profile page. These include Notes, Follow-ups, and Logging Recalls.

 

Making sure you can log your daily work in the form of notes, follow-ups, and recalls for each patient is a very important feature of our platform. It allows you and your teammates to stay on track, share information and ensure your daily workflow is smooth and consistent.

In CareCru

1. Navigate to the patient's profile by searching their name in the search bar
   
   
   

2. Click on the Actions button

3. Select Notes,  Follow Up, or Log Recall 
   
   
   

4. Input the required details and Click ADD

5. You will immediately see the details appear in the patient's Timeline & Activities

    

💡The Actions menu is conveniently located throughout the CareCru platform and not only on the patient's profile page. You can also find the Actions menu in the following areas:

• Directly on the Patient Profile section

• From Chat, by going to the Patient Info sidebar

📖Find more information about Notes, Follow-up's and Logging Recalls below:

• How to create, edit or delete patient Follow-Up's
• How to best manage Follow-Up's
• How to Log a Recall for a patient