FAQ & Troubleshooting: Follow-ups & Reminders
Common questions about task status, completion, and reminders.
The Complete button is greyed out
You need to enter completion notes first — see Completing a Follow-Up Task. The button stays disabled until there's text in the notes field.
Can I mark a follow-up as unsuccessful?
Not directly — completing a task always records the outcome as successful. If the follow-up didn't go as planned (patient unreachable, declined, etc.), note that in the completion notes rather than looking for a separate status option.
I don't see Complete/Convert/Escalate buttons on a task
Quick actions only appear on tasks that are still pending. Once a task moves to in-progress or overdue, use the task's own detail view for these actions instead of the list's inline buttons.
Where do I set up recurring reminders (SMS/email)?
That's a separate area — see Notifications for reminder channels and preferences. Follow-Up Tasks are for tracking a specific to-do around a patient, not for configuring outbound reminder messages.
A follow-up's due date passed and nothing happened
Follow-ups aren't chased automatically — an overdue task just moves into the Overdue view on the dashboard. Someone on your team still needs to act on it.