ClinicalFollow-ups & Reminders
Completing a Follow-Up Task
Record the outcome of a follow-up, with notes and any next actions.
Starter+
Completing a task from Follow-Up Tasks Dashboard & List opens a dialog to record what happened.
Fields
- Notes (required) — the Complete button stays disabled until you've entered something here
- Next actions — an optional, repeatable list of follow-up steps that came out of this task (add as many lines as needed)
The outcome is recorded as successful automatically — there's currently no option in this dialog to mark a follow-up as unsuccessful or no-response. If the follow-up genuinely didn't go as planned, capture that in the notes.
After completing
The task moves out of the pending/overdue lists. Its notes and next actions stay attached to the task record for reference.