The follow-up template is easily accessed from other templates that you are using, you will usually see it as a button at the bottom right of the template.  It can be added to F12 as a shortcut for quick easy access.




Various actions can be undertaken from the follow-up template:




The main view - there is a large viewing panel to see if the patient has any of the following on their record:


Reminder about appointment sent - send an email, SMS or letter.  The patient's contact details are also accessible.  


Access the Results Follow-Up template


Appointment ledger - this will open your appointments screen and let you double-click the patients name into a slot to book them an appointment 


Free slot search and free-slot presets  - this will enable you to search quickly for a free appointment or use one of your own built-in presets


New Task and New Scheduled Task - generate a patient task or schedule a task to appear on a particular date/frequency 


Recall - set a recall date.  If they have an existing recall, you can right click this to supersede or amend it.If you want an alternative to recalls for long term illnesses look at our Long Term Condition Management System


Create Reminder - add a reminder that will show on the patient's Home screen


New Letter - generate correspondence.  Don't forget to click 'new template' to choose which letter you wish to send


New Coded Entry - add a readcode


Remove from F/U - if you no longer require the blood-test follow up that is showing in the view.  There is more information about this here


Don't forget to ok the template and save the record when finished.


Note: If you need any help please click help & feedback at the top right hand corner of the template and click contact us if you wish to fill in the online form for help.