Creating a Follow-Up Appointment

When displaying an existing appointment, you can create a follow-up appointment. The follow-up appointment is scheduled for a week after the original appointment, but you can edit that as needed. The follow-up appointment’s name starts with "Follow Up:" and then has the name of the original appointment. All fields in the original appointment are retained, except for the Description field and any attachments. To create a follow-up appointment, complete the following procedure.

To create a follow-up appointment

1. While displaying an existing appointment, tap the menu icon (three horizontal dots on iOS and three vertical dots on Android).

2. Choose Create Follow-up from the pop-up menu.

3. Edit the follow-up appointment’s fields as needed.

4. Tap Done.