Patient follow-ups

Keep patient follow-ups on your worklist.

Give each follow-up a reason and due date. Record the outcome of a call or review, with the worklist linked to the patient’s record so your team can see what still needs attention.

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Demo & early access · Built for outpatient clinics

Illustrative clinic data

Make the task specific

A follow-up needs a reason and a date, not just a name on a list. Use the clinician's plan to record what needs to happen. The clinic must decide who reviews the worklist and who handles clinical questions.

Patient-linked follow-up tasks
Due and overdue work visible together
Clinical decisions remain with the clinician

Talven reports awaiting review, one source of subsequent follow-up work — Report review can lead to an explicit next action. Demonstration data.

Record the outcome of each attempt

A call attempt is different from contact, and contact is different from a completed next step. Record the outcome and a useful note. Keep unresolved work visible so another staff member does not have to guess what happened.

Outcome recording against the task

Notes to support the next staff handoff

A patient record available when context is needed

See how records and access work

Separate reminders from follow-up responsibility

Email reminders depend on the recorded agreement and a usable address. An invitation creates portal access; it is not a reminder preference. A sent message does not prove that the patient read it, returned to the clinic or completed the doctor's plan.

Explicit reminder agreement
Patient portal access handled separately
Follow-up outcomes recorded by your team

From the help center

Track follow-ups and outcomes

Keep the next step visible after a patient leaves.

Read the guide

Frequently asked questions

Ask us a question

Are WhatsApp or SMS reminders included?

Email is the current notification channel. WhatsApp and SMS integrations are not currently available.

Does a reminder close a follow-up automatically?

A reminder is a communication event. The clinic should record the relevant outcome and decide whether the task is complete; a message alone is not evidence of completed care.

ONE WORKSPACE. FROM FIRST VISIT TO FOLLOW-UP.

Let care
come together.

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