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ComplianceCoach User Guide

Set a follow-up reminder

  1. From the Mark as tab, choose one option to set a follow-up for a patient:

    • Contact the patient after a set number of days.

    • Pick a date from the calendar view.

  2. In the Follow-up notes section, you can enter the reason for contacting the patient.

  3. Click Save.

    Follow_up.png

  4. If a follow-up is already set for a patient, you can replace it or add a new one.

    add_new_followup2.png

    Note: If you select No, replace existing follow-up, only the most recent follow-up is overwritten.

    Watch the video: Create Notes and Follow-up reminders.

    Note

    ComplianceCoach follows patients during their first 90 days of therapy, so users cannot set follow-up reminders beyond a patient's 90th therapy day.

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