After uploading a Document you can mark it for Follow Up by a staff member:
- From a Patient Record → Documents.
- Find the document and click Show.
- Click Follow Up.
- Set the:
- Start Date - this is the date that the document will start to show in the Follow Up section.
- Deadline Date - this is the date that Follow Up needs to be actioned by, after this point it is overdue and will show as red in Follow Ups.
- Click Create Follow Up.
A document can be marked as complete once it has been reviewed/followed up.