Follow-up records help you write notes faster and create a continuous story of the work done with a client.
The follow-up feature uses information entered in a previous signed record as a starting point for a new record. That information is displayed in grey to prompt the writer and only saved to the new record if confirmed by double-clicking or re-selecting the information.
To create a follow-up record:
Navigate to the client's records and select the record you wish to follow up from
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
When you are satisfied that the record is complete, sign the record