Follow Up Single Order - Using

Updated by Steven Garand

All follow up items are shown for the open order. That includes completed, due, and not due yet orders.
Click on the note button to add or edit notes about the follow up.
Click the completed (green check) button to set the follow up as completed. The completed date will be entered as today.
If the follow ups should not continue (patient no longer has the chair for instance), go to Basic Info, open the Order window and check on the Cancel Follow Ups check bow. This will prevent subsequent follow ups from showing.
A custom follow up baseline form (before the patient gets the device) could be added and tied to a work flow task block (block on baseline form field not entered).
Notes are available for the follow up responses but would limit data analysis. Custom forms follow up questions would provide more options for follow up data analysis.
Use custom reports and ad hoc queries to analyze the follow up data.


  1. Menu (Above Grid)
    1. Refresh: Refresh the page using up to date information
    2. Wrap Text: Make the rows higher to show all text in each cell
    3. Export List Buttons: List can be exported to a spreadsheet (.xls or .xlsx) or delimited text file (.csv)
  2. Grid (Read Only)
    1. Complete (green check): Sets the follow up as completed by entering the current date
    2. Notes: Opens the notes window to add or edit the notes for the follow up
    3. Days Late: Days after the expected follow up date - Default row sorting is largest to smallest days late
    4. Completed: Date the follow up was completed
    5. Follow Up Notes: Notes for the follow up. Edit by clicking on the Notes button on the left side of the row.
    6. Order Notes: Short order notes for the order associated with the follow up
    7. Instruction: Instructions associated with the follow up
  3. Grid Detail (Questions) (click on small left gray triangle to show)
    1. User questions and answers: Defined in RxAdmin under Tracking, then Follow Up, then under the Questions tab.
      1. Column header text is a prompt for the question
      2. Column header tooltip (hover mouse over header) shows the full question
      3. Drop down in the cell contains the answer choices
      4. If specified in the RxAdmin setup, free text can be entered in the cell and not restricted to the answer choices
      5. Save answers by clicking the Save changes button

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