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 call or text patients at a later date.
Weave will notify you when the follow-up date and time arrive so that the reminder does not fall through the cracks.
Tip: No matter who enters the Follow-Up Reminder, the notification will populate across 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 the message you want to send in the text box
-
Select Save
Follow-Up notifications
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 - 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