Adding follow-up consultations

Follow-up consultations can be auto assigned at a pre-determined interval after a screening appointment.

How to enable follow-up appointments for a Programme Group

  • From the top bar click on More > select Programmes > click on the required Programme Name > click on Groups.
  • Under Group Options > select Yes for Separate follow-up appointments?

If Appointments as video consultations? is selected, ALL appointments within the group will be allocated as video consultations. 

  • Under Group Settings > select the number of Processing Days. This determines the minimum number of days between a screening appointment and a follow-up appointment.  It allows you to establish a suitable timeframe for importing lab results and approving reports.
  • From the Day Schedules tab add the appointment times for Follow-up appointments.
  • Click Submit.

How to publish follow-up appointments

  • From the top bar, click More > select Programmes > click on the required Programme Name > click on Groups > Publish Pending Dates.
  • Select the required dates for Screening and Follow-up consultations > click Publish Selected Dates.
  • Follow-up appointment dates are automatically assigned to clients when they book a screening appointment.

A warning message will be received if an insufficient number of follow-up appointments are published or if the dates chosen do not allow for the selected number of processing dates.