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Book expected follow-ups

When to use this: a doctor saved a follow-up date during a consultation and reception needs to book the return visit before the due date.

Who can do this: Receptionists and tenant owners with appointment access.

Where to go

Clinical → Clinic CMS → Appointments → Follow-ups tab

Appointments Follow-ups tab — expected return visits with patient, date, and reason
Follow-ups tab — expected return visits set by doctors during consultations.

What you see

Each row shows:

ColumnMeaning
PatientWho should return
Date & reasonDue date and doctor’s note (e.g. review labs)
DoctorWhich clinician ordered the follow-up
SMS reminderWhether an SMS reminder is scheduled

Steps

  1. Open Appointments and switch to Follow-ups.
  2. Adjust the date range if you are planning ahead (defaults to today).
  3. Find the patient — note the due date and reason.
  4. Click Open to view the originating consultation, or go to Book appointment and schedule a new visit on the due date.
  5. After booking, the patient appears on the Day board on the scheduled date — proceed with check-in.

You’re done when

The follow-up is booked on the day board (or marked complete if the patient already attended).