Auto Follow-Up

Who can use Auto Follow-Up?

Auto Follow-Up is a feature of our Ultimate plans, available to anyone with an Ultimate or Support seat. If you're currently on a legacy plan, you would need to upgrade your plan to Ultimate before having access.

If you have access to it, you will see Follow-Ups on the left sidebar when you are logged in to the Portal. This is where you access existing conversations, and where you will see notifications that require your attention.

How Auto Follow-Up Works

Auto Follow-Up uses the context from an existing note in the Inbox to generate the questions to ask during the conversation.

Let's look at an example Follow-up based on a simple note having this subjective:

You provide the patient's name, and the client's name and phone number.

There is a general outline on which it will generate specific questions to ask about the patient's progress and symptoms.

You can use it as is or edit it to your needs - Click Click here to use this example to start editing, and when you're happy with it, press Generate Plan. This will display the questions that will be sent. If you're unhappy with any of them, you can click Edit Plan to change it.

You can send it immediately or schedule the text message for anytime in the future using either the quick buttons, or the date and time fields. All times shown will be local to you.

Once the follow-up begins, the client will receive a message and based on their reply, it will either continue through the plan, or if something is wrong it will notify you immediately.

You can see the progress of the conversation in the same place where you start it at the bottom of the note

Means that the client has replied to this message.

Means this message has been sent but not yet replied to.

To view the client's responses, click the View Conversation button.

Note that the View Conversation button will not be visible until after the first message has been sent to the client. If you scheduled the Auto Follow-Up for now, it should be visible within a minute or so.

There is a link to the Original Note at the top.

There is a Conversation Summary at the top, which you can copy to include in your PMS. It updates itself after a reply, or you can press refresh immediately.

Take over the Conversation

You can take over the conversation at any time by replying on this page. This will pause the follow-up sequence, preventing any more automatic replies unless you Resume.

Statuses

There are several statuses of a Follow-Up that allows you to manage the conversation, via the dropdown on the top right.

In Progress: The Auto Follow-Up is carrying on the conversation on its own.

Paused: Can be set manually in the dropdown, unchecking the Auto Reply button on the bottom left, or by replying in the conversation thread.

Completed: The conversation has completed

Canceled: Stops the conversation from proceeding with no option to resume.

Notifications

Notifications are currently only available in the Portal, and show up as a red box on the Auto Follow-Up button on the left side of the Portal.

Any tag set on a note will cause the note to be listed under the Needs Attention section in the follow-ups tab.

Similar to the Note Inbox, you can use the Filters button and the search bar to only show certain notes or statuses.

In the near future we will be adding mobile notifications to the mobile apps, but at present, the only place to see them is in the portal.

Mobile

Although Auto Follow-Up is not currently a feature built into the mobile app, you can still use it in a limited sense. We will be adding more robust mobile functionality very soon.

Open a (submitted) note, and click the Edit and More Actions button on the top right. This opens up a version of the portal inside the mobile app.

Scroll to the bottom and use the Auto Follow up as you would on the portal.