Follow-up consultations are enabled at programme group level. When enabled, a follow up consultation appointment is auto assigned at a predetermined interval after a screening appointment.
A client's medical is associated with their screening appointment; therefore, on the follow-up schedule, there is no option to Start a medical.
A follow-up product can be allocated to a programme group, generating a medical for a healthcare professional to record follow-up notes to share with the client.
How to create a follow-up product
- From the top bar click on More > select Products > click on New Product.
- Select Follow-up consultation from the Product Type drop down menu.
- Select any required processing options.
- Select the Follow-up consultation test category > click Create.
How to assign a follow-up product
- From the top bar click on More > select Programme Groups > click Edit beside the required group > click Edit Group Configuration.
- Under Options, ensure Yes is selected for Separate follow-up appointment?
- In the Dates section, under Follow up appointment from / until dates, select your follow up product from the Product drop down menu.
How to add follow-up consultation notes
- From the top bar click on Schedule > select Schedule from the drop down menu.
- Navigate to the required clinic date.
- In the Actions column, click on the three dot menu beside the client's name > select Start follow up from the drop down menu.
- A follow up consultation product will be created and opened.
- To indicate a positive outcome for a follow-up consultation, choose Normal from the dropdown menu. Opting for Abnormal will flag it as needing attention with an amber flag.
- Add required follow up notes.
- Click Submit for review > click Approve > click Dispatch.
A follow up consultation product is only created when Start follow-up is selected.