# Patient Followup

This feature records and manages patient follow-up details, facilitating the tracking of information for future follow-up visits. 

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#### Steps to use Patient Followup <a href="#steps-to-use-patient-followup" id="steps-to-use-patient-followup"></a>

* Open the **Scheduler (Home > Front Desk > Scheduler)** screen. Choose the respective patient’s appointment and click the appointment card. This opens the **Appointment Information** pop-up screen.

  <figure><img src="/files/jE4cQc4V7Z3jOiVOGz5R" alt="" width="230"><figcaption></figcaption></figure>
* From the pop-up menu, select the **Patient Followup** hyperlink. This action opens the **Patient Followup** pop-up screen.

  <figure><img src="/files/IlVZGbzx14GI4xJ2x2W8" alt="" width="488"><figcaption></figcaption></figure>
* In the **Patient Followup** pop-up, fill in the details as follows:

  <figure><img src="/files/O9m3VpZkaZFEBZQ5HjwH" alt=""><figcaption></figcaption></figure>

  * Under **Schedule New Followup** section, select the **Followup period** using the dropdown menu. Upon selection, **Followup Date** and **Day** will be auto-populated.
  * Select the respective item using the **Items** dropdown menu and enter any **Remarks**.
  * Click the **SAVE** button to save the Patient Followup details. The pop-up closes automatically, and the **follow-up icon** appears when the **Appointment Information** pop-up is reopened.

    <figure><img src="/files/ImveARj3i0DqFBISFo8I" alt="" width="487"><figcaption></figcaption></figure>
* To view the saved records, reopen the **Patient Followup** pop-up screen. To modify the information, please select the checkbox provided in the pop-up screen.
* To access the follow-up information, navigate to the **Patient Followup Report**  (**Home > Reports > Operational Reports > Patient Followup Report**) pop-up screen. Select the date range and click **SEARCH** to find the details.

  <figure><img src="/files/Ak6EUXYXLX7UxAeEcixe" alt=""><figcaption></figcaption></figure>

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