Running a report by "Follow-up Date"

To run a report listing patients and their "Follow-up Date" (if populated - Patient Chart > Important tab)

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  • Navigate to Patients > Patient List > More Filters

  • Select the checkbox > Patients with follow-up appointment dates set > Search

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  • Once the information populates, click Export (CSV).

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  • The report will be generated and can be found in your message center.

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