Articles
Followups - Provider View
How to access follow-ups.
Followup an Item
Follow Up an Item (action) From the CR Dashboard: In the Main Menu, click Followups . The follow-ups screen will display the following fields for any outstanding items. Select Show next to the relevant item for followup. Select the F...
Complete a followup
Complete a Followup From the CR Dashboard: In the Main Menu, click Followups . The follow-ups screen will display the following fields for any outstanding items Select Show next to the relevant item for followup. Review the item, fro...
Mark a Document for Follow Up
How to mark up a document for follow-up by a staff member after upload.
