Once you or your team members have created patient Follow Up notes, you now need an easy way to manage them.
There are 2 Follow-ups lists under Patient Management:
- My Follow Ups (past 30 days) – List of patients with incomplete follow ups assigned only to you
- Follow Ups – List of patients with incomplete follows ups assigned to any practice user
1. Accessing My Follow Ups (past 30 days)
To access your assigned list of Follow Up notes, click on the Clipboard icon on the top right corner in CareCru. If there is a notification badge on the clipboard, this indicates the total number of patient Follow Ups that are past due, or that need to be completed today.
This shortcut will bring you directly to My Follow Ups (past 30 days) where you can view the list of all patient created Follow Up tasks that are past due within the last 30 days, including today.
💡You can also access this view by going to Patient Management and selecting My Follow Ups (past 30 days) from the dropdown.
2. Accessing Follow Ups
To access all Follow Ups assigned to any practice user:
Go to Patient Management and select Follow Ups from the dropdown.
Working through your Follow Up List
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We recommend starting at the top, as by default, the list is ordered by Due Date
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To see the follow-up details Click on the Arrow beside the patient’s name to expand the Profile>Timeline & Activities
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Click on the specific Follow Up header
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To mark as Completed, Toggle ON ‘Task Complete'
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Click Update
💡If the follow-up task is still pending or needs to be edited, follow the steps in this guide on How to edit a Follow Up.
🤔Can't find a Follow Up?
Does the patients Timeline & Activities section have too much data in it to find the outstanding Follow UP? Go directly into the Patients Profile and use the Filter icon to narrow your results:
Filtering your Follow Up List
You can drill down the follow-up list using any of the following inputs:
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Due Date Range
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Created By
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Assigned To
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Reason
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Status
To filter the Follow-up List
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In the Follow Up list, go to Filter on the right and under Follow Ups, click the down arrow
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Enter the Filter criteria desired (One or multiple fields)
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The list will automatically be filtered using the selected inputs
Example: the below input will show all the incomplete Predetermination follow-ups due from July 31st, 2022 - August 4th, 2022, that were created by Denise, and Assigned to Christine.
