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

  1. Select the Lists_Invert.svg Lists feature

  2. Click on Clock.svg Follow-ups

  3. Select the blue Plus.svg in the upper right corner

  4. Click User.svg Select Patient, and choose the desired patient

  5. Select Contact Method, and select either Phone.svg Call, Email.svg Email, or Chat.svg Text

  6. Click Select Date and Time, and add the time and date you want the follow-up

  7. Enter message you want to send in the text box

  8. 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 - 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
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