Create a New Follow-Up Item from the Items List

This topic provides information about creating a new follow-up item from the items list.

  1. Select Actions, then select New Follow-Up.
  2. Search for and select a patient from the Select Patient list.
  3. Select a location for the encounter.
  4. Select Confirm.
  5. In the To box, enter the appropriate recipients.

    Note:

    When you search for recipients, you can filter the search results to view only recipients who are physicians, in teams (pools), your favorites, or members of the patient's care team. You can also filter the search results by practitioner type.
  6. In the Provider box, update or add providers if necessary.
  7. In the Show Up box, select the appropriate date and time, then select Apply.
  8. In the Due Date box, select the appropriate date and time, then select Apply.
  9. In the Subject box, enter the appropriate text.
  10. In the Start a New Message box, enter your message text.

    Note:

    To directly mention someone in your message, press the at symbol (@) to search for and select their name. Once selected, the person is added to the message recipient list if they were not previously added.
  11. (Optional) Apply the following text formatting:
    • Font style
    • Bold
    • Italic
    • Underline
  12. (Optional) Select High Priority.
  13. Select Send to send your follow-up item or select Close to close without sending.

    Note:

    If you add follow-up details before you select Close, the follow-up item is automatically saved as a draft.

    When you send a new follow-up item to a patient or provider, the follow-up item is added to the communication encounter at the location of the patient's most recent visit with the responsible provider in the past three years. If the patient has not had a visit with the responsible provider in the past three years, you select a location for the communication encounter in Step 3.

    When you send a follow-up item for results, the follow-up is added to the communication encounter at the location where the originating order was placed.

Parent topic: Create a New Follow-Up Item