Mark a Document for Follow Up

After uploading a Document you can mark it for Follow Up by a staff member:

  1. From a Patient Record → Documents.
  2. Find the document and click Show.
  3. Click Follow Up.
  4. Set the:
    1. Start Date - this is the date that the document will start to show in the Follow Up section.
    2. 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.
  5. Click Create Follow Up.

A document can be marked as complete once it has been reviewed/followed up.