Use follow-ups and team assignments
Keep the next action and responsible person clear.
Step by step
- Open Follow-ups or the relevant patient/enquiry workflow.
- Review the record and decide the next action and due date.
- Assign a responsible team member using the available assignment controls.
- After contacting the patient, record the result and next action.
- Review outstanding items regularly so completed work is not contacted again unnecessarily.
Keep in mind
An Admin can select Off, 7 days or 15 days under Clinic → Settings → Follow-up rules. The first Visited / Completed outcome creates one due call task. A WhatsApp reminder is queued only with the patient’s consent, no opt-out, an active approved Recall template and sending enabled. Its three values are the client name, follow-up date and clinic phone; clinical details are not included. Existing visits are not backfilled, and queued is not the same as delivered. Automated and marketing follow-ups otherwise depend on the plan and provider configuration.
Related guides
Book and manage an appointment
Check patient, clinician, location and time before saving.
Read guide →Messaging & integrationsRun a marketing campaign responsibly
Check eligibility, audience and results before sending.
Read guide →Still need help?
Send your clinic code and the exact issue. Keep passwords and patient information private.
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