Follow-up records link related records together and create a continuous story of the work done with a client from their first session.
Watch this tutorial to learn how to make the most of follow-up records:
Information entered in the previous record will be displayed and help inform your new follow-up record.
To create a follow-up record, navigate to the client's records and select the record you wish to follow-up
Click Follow-up and OK to continue
Enter new information as required
Double-click on text previously entered to retain and/or edit it
Click Save and review when finished
If you are satisfied that the record is complete, sign the record
Note: If you create a follow-up and immediately click Save and review, you will find that the record is empty, regardless of the information displayed in grey (from a previous record). This reflects your client’s progress and removes the chance of incorrectly recording false information.