Organize your task and call reminders effortlessly by creating dedicated tabs for each Follow-Up Category in Juvonno. This article guides you through the purpose of each function and provides step-by-step instructions on setting up your follow-up workflows.
Setting Up Follow-Up Categories (Tabs)
Establishing Follow-Up Categories enables you to neatly organize your Follow-Up tasks, calls, and to-dos into tabs, enhancing the overall organization of your clinic's tasks.
Step 1: Locate in Settings
Navigate to Settings>Groups & Categories and select Follow-Up Categories.
| Note: If you don't have access to this setting, please contact your system administrator |
Step 2: Create New Category
Select New Category to create a category.
Step 3: Finish Creating Category
Specify the category Name: Choose a name that clearly identifies the purpose of the follow-up (e.g., "Patient Referral Received" or "Contact Patient")
Set the desired Days In The Future: Enter the desired number of days in the future (relative to today's date) for the follow-up to appear in the "Follow-Up" tab. This sets a default reminder date, but you can always adjust it when creating a specific follow-up.)
Choose a colour for the tab: Select a colour to visually differentiate this category from others in the "Follow-Up" tab (purely for aesthetics).
| Note: The Days In The Future setting determines the date listed within the Follow-Up tab. For instance, if you enter 30 days, the date displayed in the Follow-Up tab will be 30 days from the day you schedule the Follow-Up. You can always override this at the time of creation. |
How To Schedule Follow-Ups
While there are several areas in Juvonno that have this function, this example shows how to schedule a new Follow-Up from the Follow-Ups tab.
Step 1: Open Follow-Ups Tab
From the Home schedule, select the Follow-Ups tab then select Add
Step 2: Creating the Follow-Up
Inside the Schedule Follow-Up window, enter in the Patient, select the Clinic, Schedule For, Category, Time & Date and add a Memo if needed then Save
Learn more about the individual fields
| Template |
Select from available task templates created in settings. If using the follow-up method from the appointment itself, this field will be type-to-search. |
| Patient |
Type-to-search a patient. When using the follow-up method from the appointment itself, the patient field will already be entered. |
| Schedule For |
By default, the user logged in will be selected to be assigned the follow-up. Select any other staff members if you prefer to assign a follow-up to them. |
|
Category |
Choose out of the available Follow-up categories. |
|
Time & Date |
Set a time and date for the follow-up to be listed for. |
|
Memo |
The memo will by default appear based on the task template. Modify it if it requires adjustment. |
View Scheduled Follow-Ups
Once created, Follow-Ups will be listed in three areas of Juvonno:
1) Within the Follow-Ups tab, where they can be filtered by practitioner and clinic.
2) Under the Agenda>Follow-Ups heading in the Dashboard
3) Inside the Patient profile under Correspondence > Follow-Up Calls & To Dos tab