You may have a desk full of sticky notes with reminders to call or follow up with a variety of people. With Weave’s Follow-Up feature you can get reminders to follow up with patients you need to call or text at a later date.
Weave will notify you when the follow-up date and time arrives so that the reminder does not fall through the cracks.
Tip: No matter who enters the followup, the notification will populate accross the entire organization so that even if one person is out, others in the office will be able to see it.
To create a follow-up
Select the Lists feature
Click on Follow-ups
Select the blue in the upper right corner
Click Select Patient, and choose the desired patient
Select Contact Method, and select either Call, Email, or Text
Click Select Date and Time, and add the time and date you want the follow-up
Enter message you want to send in the text box
You can click to View the patient information or to take Action on the follow up
Take action on your follow up with these options:
- Snooze - temporarily dismiss the reminder
- Edit - to make a change to your follow-up
- Delete - if you no longer need to send the reminder
- Click Send or Call to take action on your reminder