1️⃣Follow-Up Visits / Recalls
This type of follow-up helps clinics reach out to patients who visited a certain time ago but may need additional care or a check-up.
Configuration
Visits Flow Stages: Settings -> Glossary/Clinic Flow
Purpose
Remind patients of routine check-ups
Encourage follow-up visits for ongoing treatment
Improve patient retention and continuity of care
Streamline communications between Doctors and Front Desk
Schedule a Follow-up visit via Tasks/Queue
If a patient continues treatment, the doctor can schedule the next appointment directly from their account. Alternatively, a follow-up task can be created for the front desk, allowing administrative staff to handle the scheduling.
Follow-up visit can be created for each appointment:
Select Appointment
Click Follow-Up
Enter the appointment date and time, and other optional, like group, note
Also, you can schedule an appointment instantly by checking the doctor’s availability and confirming a time slot for the required duration.
Follow-Up Queue
All unscheduled follow-ups are added into the Queue - a sidebar in the calendar page. From this sidebar, you can drag-and-drop directly into calendar, or click on the item to find a suitable time.
Patients Who Visited X Months Ago
Recalls Flow
You can manage follow-ups using a Kanban-style board, which provides a visual overview of patient follow-up progress.
Open Flow -> Recalls to access the board.
Patients are added to Recalls automatically based on their last appointment. You can use drag-and-drop to move patient records through the different phases on the Kanban board.
You can apply additional filters in the Kanban board, for example, filter all patients with last visit - 3, 6, or 12 months ago, or search by patient name/group/branch.
Unscheduled Patients Report
A report is available that can be downloaded as a table (CSV) containing all patients who visited during a specific period but have not yet scheduled a follow-up appointment.
To access the report:
Open Reports -> General
Click the Unscheduled section in the top row
For example, the report can show patients who visited in the last 12 months but do not have a scheduled next appointment, as illustrated in the screenshot below:
This visual workflow helps clinics identify patients who are due for follow-up, prioritize outreach, and ensure continuity of care.
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