Follow-ups are used to assign staff with further action towards a patient on a future date.
There are various ways of following up that assist in the communication of your team.
i.e. A patient does not schedule an appointment following their treatment. The patient is not sure of their availability at the moment and they need to check their calendar. In this case, a follow-up can be attached to the patient and assigned to an administrator in a few days to have them call and book the patient.
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TIP: Before being able to create and assign follow-ups to staff, |
How Does it Work?
While there are many areas of Juvonno that have this function, the most
commonly-used methods to schedule a follow-up are:
1) Select the appointment from the schedule, and choose Schedule Followup.
2) Alternatively, within the Follow-Ups tab located on the schedule, select 
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Create a Follow-Up
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. |
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Category |
Choose out of the available Follow-up categories. |
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Time & Date |
Set a time and date for the follow-up to be listed for. |
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Memo |
The memo will by default appear based on the task template. Modify it if it requires adjustment. |
View Scheduled Follow-Ups
Created follow-ups will be listed in two areas of Juvonno:
1) Within the Follow-Ups tab, filtered by practitioner and clinic.
2) Alternatively, in the Dashboard tab, follow-ups will appear under the Calls heading.
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Note: Follow-ups will be logged within the Correspondence tab of the Patient's Profile |
