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⏰ Follow-Up Management

Learn how to schedule, track, and manage follow-ups for clients in RxKonet. Follow-ups help ensure consistent care, improve adherence, and reduce missed appointments.

📌 Why Use Follow-Ups?​

✅ Ensure timely interventions for chronic conditions
✅ Monitor client progress after consultations
✅ Reduce missed appointments through reminders

🎥 Quick Overview​

🛠️ How to Manage Follow-Ups​

1️⃣ Accessing Follow-Ups​

  • Navigate to Follow-Ups from the sidebar
  • View all scheduled follow-ups
  • Use filters to refine the list:
    • Client Name
    • Status: Pending, Completed, Missed
    • Recurrence: None, Daily, Weekly, Monthly
    • Follow-Up Type: Medication Review, Refill Reminder, etc.

2️⃣ Filtering Follow-Ups​

Use filters to focus on follow-ups that need attention:

  • Status:

    • Pending
    • Completed
    • Missed

  • Recurrence:

    • None, Daily, Weekly, Monthly

  • Follow-Up Type:

    • Medication Review
    • Refill Reminder
    • Wellness Check
    • In-Person Visit
    • Phone Call

3️⃣ Managing Follow-Up Actions​

From the follow-up list, you can:

✅ View Feedback from previous interactions
✅ Reschedule follow-ups
✅ Mark as Completed
✅ Export to CSV for reporting

4️⃣ Customizing Columns​

Choose which columns appear in your follow-up view:

  • Client Name
  • Follow-Up Type
  • Follow-Up Time
  • Feedback
  • Status
  • Recurrence
  • Actions

📊 Follow-Up Analytics​

Navigate to Follow-Up Analytics to track performance:

  • Pending Follow-Ups
  • Completed Follow-Ups
  • Missed Follow-Ups
  • Completion Rate

📌 Best Practices​

✅ Set follow-ups during or after every client encounter
✅ Use recurrence options for long-term treatments
✅ Periodically review analytics to improve follow-up success
✅ Mark completed follow-ups to keep records accurate